Membership Pricing

    Three memberships. One relationship.

    Planning, taxes, estate guidance, and investments, coordinated in one ongoing fiduciary relationship.

    After the first year, the monthly retainer waives once your managed assets cross the threshold shown on each tier.

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    Strategic Wealth

    Prepare

    $500/ month
    One-time onboarding$1,500
    First year total$7,500
    Retainer waiverAfter year one, retainer waives at $1M invested with us.
    Investment management is optional and billed separately.
    Best for

    Households nearing retirement who want help turning savings into income, managing taxes, and organizing estate decisions.

    • Comprehensive financial planning across retirement, taxes, estate, insurance, and investments
    • Retirement projections so you can see what is possible
    • Retirement income and withdrawal strategy
    • Roth conversion and tax-efficient withdrawal planning
    • Social Security and Medicare planning
    • Employee benefits and workplace retirement guidance
    • Family risk management and insurance planning
    • Trust-based estate planning, including revocable trusts, wills, healthcare proxies, and powers of attorney
    • Coordination with your CPA and estate attorney
    • Cash flow and lifestyle sustainability planning
    • Semi-annual proactive planning meetings
    • Family planning conversations
    Optional services
    • Investment management
    • Tax preparation and filing
    Private Client Services

    Coordinate

    $1,000/ month
    One-time onboarding$3,000
    First year total$15,000
    Retainer waiverAfter year one, retainer waives at $2M invested with us.
    Investment management is optional and billed separately.
    Best for

    High-net-worth families, business owners, executives, and legacy-focused households who need advanced coordination.

    Everything in Strategic Wealth, plus:
    • Advanced estate tax planning
    • Business exit and succession planning
    • Qualified retirement plan design coordination
    • Concentrated position and pre-liquidity planning
    • Executive compensation planning
    • Advanced charitable planning, including DAF, CRT, and CLT strategies
    • Buy-sell agreement review and funding analysis
    • Real estate planning and 1031 coordination
    • Family balance sheet and net worth tracking
    • Next-generation wealth education
    • Family governance and meeting facilitation
    • Dedicated quarterly review and planning calendar
    • Personal tax preparation and filing included
    Family Office

    Oversee

    Custom
    One-time onboardingQuoted after discovery
    Retainer waiverFees are set by the scope of the engagement rather than a single asset threshold, and reviewed with you annually.
    Investment management is optional and billed separately.
    Best for

    Ultra-high-net-worth families, business owners, and multi-generational households whose financial life spans entities, advisors, and generations.

    Everything in Private Client Services, plus:
    • A dedicated lead advisor and service team, with direct access between meetings
    • Family CFO oversight of the full balance sheet, including entities, trusts, and private holdings
    • Consolidated reporting across all accounts, custodians, and illiquid assets
    • Direct coordination of your attorneys, CPAs, insurance counsel, and bankers as one team
    • Entity and business tax preparation alongside personal returns
    • Multi-generational wealth transfer design and trust structure oversight
    • Private investment and alternatives review, including diligence support
    • Concentrated stock, pre-liquidity, and post-sale capital deployment planning
    • Charitable entity oversight, including private foundations and donor advised funds
    • Formal family governance: mission, meetings, and next-generation preparation
    • Bill pay, cash management, and household financial administration coordination
    • Risk, liability, and privacy review across the family
    • Annual family meeting facilitation and an ongoing planning calendar
    Monthly retainer

    Flat, predictable, covers ongoing planning.

    One-time onboarding

    Year-one setup to organize your full picture.

    Investment management

    Optional, billed separately as a percentage of assets.

    Retainer waiver

    Stops after year one at the tier threshold.

    Book a discovery call
    Frequently asked

    Questions about membership.

    The first step is a short discovery call. We walk through your situation, the planning that matters most right now, and which membership fits. There is no obligation, and we will not recommend a tier you do not need.

    Yes. Memberships are designed to move with you. As your situation gets simpler or more complex, we revisit the right fit together. Changes take effect at the start of the following billing month.

    Once your assets under management at Guided Wealth reach the threshold shown on your tier, the monthly retainer waives automatically (after one year of membership is completed). Investment management fees still apply per our standard schedule, and all included planning services continue without interruption.

    Yes. Guided Wealth Planning is a registered investment adviser and acts as a fiduciary to every client at all times. We are compensated only by the fees our clients pay us - the flat monthly retainer, the one-time onboarding fee, and the asset-based investment management fee disclosed in our Form ADV Part 2A. We do not accept commissions, referral fees, or third-party compensation of any kind.

    Investment management is optional and billed separately on a percentage of assets, per our published fee schedule. It covers portfolio design, ongoing rebalancing, tax-aware trading, and integration with the rest of your plan.

    No. Tax filing is optional in Strategic Wealth, included for personal returns in Private Client Services, and covers personal plus entity returns in Family Office. If you already work with a CPA you trust, we coordinate with them directly so the plan and the return stay aligned.

    Family Office is quoted individually rather than at a fixed monthly rate. Pricing reflects the complexity of the engagement - the number of entities and trusts, business interests, private holdings, generations involved, and the outside professionals we coordinate. We scope it with you before anything is agreed to, and review it annually as the work changes.

    Disclosures
    • Fees. Membership fees are billed monthly in advance.
    • Onboarding. Onboarding fees are separate, one-time charges in year one only and may be adjusted for complexity.
    • Family Office. Family Office fees are individually quoted based on the scope and complexity of the engagement and are documented in your advisory agreement.
    • Investment management. Optional and billed separately according to the applicable fee schedule.
    • Tax preparation. Personal tax preparation and filing applies to personal returns only; entity and business tax preparation are available for an additional fee outside of Family Office.
    • Fit tool. The membership fit tool is educational only. It provides a general starting point based on limited inputs, is not advice or a recommendation, and may suggest a discovery call rather than a tier.

    Guided Wealth LLC is a registered investment adviser. This page is for informational purposes only and does not constitute a legal agreement. Please refer to your advisory agreement and Form ADV Part 2A for complete fee disclosures.