Service title
Who is this service for? This is a short and sweet blurb to capture attention and educate.
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Cost or other critical information.
Benefit one
Finwell is a fiduciary, meaning we only give advice that is in your best interest.
Benefit two
We designed our pricing to be accessible and aligned with the high-quality advice we give you.
Benefit three
Finwell’s team is highly credentialed and experienced, consisting of CFP®’s, a CFA, an EA, and a PH.D.
Built For You
We assess the risk you can and should take with your investments, before recommending a strategy.
Carefully Researched
We thoroughly screen investments and choose only those with
top-tier ratings.
Cost-Efficient Investments
We choose competitively priced investments, keeping your fees low.
Diversified Portfolios
Thoughtfully created based on asset class, fund managers, and different types of securities.
Risk-Aware Portfolios
Designed to minimize loss potential and maximize gain potential.
Human Guidance
Meet with your dedicated CFP® to review performance relative to your goals.
Here's how to get started.
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What is a fiduciary advisor?FAQ What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interests of their clients. They must prioritize their clients' financial goals and needs above their own interests or those of their company. This means they must provide unbiased advice and recommend products and services that are suitable for their clients' individual situations. Fiduciary advisors are held to a higher standard of care than non-fiduciary advisors, who may have conflicts of interest that could influence their recommendations. At Finwell, we believe in the importance of fiduciary responsibility and always act in our clients' best interests.
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Is Finwell a fee-only advisor?Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
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Are there minimum balances to work with Finwell?We do not require a minimum balance to work with Finwell in a financial planning capacity. We charge based on the complexity of the work and the amount of hours to complete the work, similar to an attorney or CPA. We do require minimum balances for our investment management services starting in 2023.
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What is a CFP®?FAQ: What is a CFP®? A CFP® or Certified Financial Planner is a professional financial advisor who has met the rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. CFP® professionals have a holistic understanding of financial planning and can help clients achieve their financial goals through a comprehensive approach that covers investment planning, retirement planning, insurance planning, tax planning, estate planning, and more. At Finwell, we have a team of experienced professionals who can help you make informed decisions about your money and achieve financial well-being.