Real Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,195,737
Total clients
38
37% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
13
Average account size
$636,730
Client services
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $10,000, agreed upon before engagement.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.40%
Project-Based Financial Planning hourly rate is $500 per hour with a two-hour minimum.
Account minimum: No minimum account size requirement; however, there is a minimum annual investment management fee of $3,600. Minimum fee: Minimum annual investment management fee of $3,600. Fee-only: Ongoing Comprehensive Financial Planning fees: upfront fee $2,000 - $10,000 (can be waived) plus ongoing annual fee $12,500 for net worth $0-$2,000,000; 0.60% of net worth for net worth above $2,000,001; fees negotiable and may be waived or reduced. Project-Based Financial Planning fees: fixed fee ranging from $1,000 to $10,000, based on $500/hour rate with a two-hour minimum. Non-profit Advisory Services fees: tiered with $0-$500,000 pro bono, $500,001-$2,000,000 $10,000, $2,000,001-$3,000,000 $12,500, $3,000,001-$5,000,000 $15,000, $5,000,001+ negotiable up to 0.40%. Employee Benefit Plan Services fees: tiered from 1.00% down to 0.40% on assets above $5,000,001, negotiable.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Real Wealth Planning
Sunset Valley TX, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
Sarah P
CFP®
Sunset Valley, TX
Real Wealth Planning
At Real Wealth Planning, we partner with families to create a foundation for lasting financial freedom. Through our comprehensive life planning process, we craft custom financial plans that prioritize clients’ best interest, ensuring a path that aligns their money with their vision for the future. We have a small team consisting of a lead financial planner (Sarah), two investment specialists, a real estate specialist, client service associate & bookkeeper. Building and maintaining wealth requires a values-driven plan that clients can commit to for the long haul. Through our collaborative four-part approach, we guide clients in discovering clarity around the ultimate driver of their financial plan—the passions and relationships that bring them joy. We then focus on educating clients on the financial topics that pertain to their unique circumstances, including money mindset, wealth-building principles, investment management, tax planning, cash flow planning, business planning and more. In uncovering what truly matters to our clients, we build a financial plan that they are inspired to see through. For busy individuals, we also offer Personal CFO solutions to help implement their financial plans. In an ongoing partnership, we seamlessly handle financial task-management, laying the groundwork for long-term success. For organizations and teams, we provide bookkeeping, payroll, and education offerings that foster and sustain business excellence. Whether in their business or personal lives, our straightforward educational approach empowers our clients to generate real wealth—the kind that isn’t defined by a number, but by their ability to wake up each morning and do what they love. Up-to-date fee schedules and services are on our website: https://www.realwealthplanning.com/individuals-families **Rebranded from Real Estate Wealth Planning to Real Wealth Planning in 2024**
Rebecca W
Series 66
Sunset Valley, TX
Real Wealth Planning
Bailee B
Series 66
Sunset Valley, TX
Real Wealth Planning
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