ChildFree Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,000,000
Total clients
158
0% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
40
Average account size
$63,291
Client services
Fee options
Comprehensive Financial Planning and Investment Management: $10,000 - $15,000 per year; Quarterly Financial Planning: $5,000 annually; Self-Directed Financial Planning: $100 per month
$250 - $750 per hour, billed in 60-minute increments in advance
Fee-only: Comprehensive Financial Planning and Investment Management: $10,000 - $15,000 per year payable monthly or quarterly in advance; Quarterly Financial Planning: $5,000 annually payable quarterly in advance; Self-Directed Financial Planning - Childfree Wealth Academy: $100 monthly in advance; Hourly Financial Planning: $250 - $750 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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