Pricing

Choose Your Level of Support

Whether you need a second opinion, ongoing guidance, or a fully coordinated strategy, we help you make better financial decisions with clarity and confidence.

DAY PASS

For one clear decision or a second opinion

  • Focused strategy around your most important questions
  • Clear recommendations and trade-offs so you can move forward with confidence
  • A one-time engagement with no ongoing commitment

Best for: DIY investors who want expert guidance on a specific decision

Financial Plan Orlando FLGet Started

Typically billed half up front and remainder upon completion of work. May use ACH, credit/debit card, or check. Pricing based on complexity. See ADV for Full details.

ANNUAL PASS
(MOST POPULAR)

For ongoing guidance and confidence you’re on track

  • Ongoing financial strategy and investment management
  • Proactive guidance as your life, goals, and markets change
  • A clear path forward so you don’t have to figure it out on your own

Best for: Those who want a trusted partner and don’t want to figure it out alone

Financial Advisor Orlando FLGet Started


Typically billed out of investment accounts on a quarterly basis. Subject to minimum annual fee of $1,800 per year. See ADV for full details.

SIGNATURE SERVICE

For those who want everything handled and optimized

  • Complete oversight of your investments, income, and long-term plan
  • Advanced tax strategy to help you keep more of what you’ve built
  • Everything working together in one coordinated, simple plan

Best for: High-net-worth families who want a fully coordinated approach

Limited to a select number of clients to ensure a high level of focus and attention

Financial Advisor Orlando FLGet Started

Typically billed out of investment accounts on a quarterly basis. Subject to minimum annual fee of $18,000 per year. See ADV for full details.

A Simple, Proven Approach

Every client relationship is built around our Keys to Wealth Framework—designed to make sure nothing important gets missed and every decision works together.

RETIREMENT INCOME STRATEGY

Turning savings into reliable income

TAX STRATEGY

Reducing lifetime tax impact

INVESTMENT STRATEGY

Investing your money in a way that supports your life

PLANNING FOR THE UNEXPECTED

Preparing for what you can’t predict

PREPARING FOR LIFE TRANSITIONS

Navigating retirement and beyond

This May Not Be the Right Fit If

1

You’re looking for the lowest-cost option

2

You want to chase returns or the next “hot” investment

3

You’re not ready to take action on a strategy

NEXT STEP

Schedule a call to see which level of support is right for you

SCHEDULE YOUR INTRO CALL

© 2026 Newell Wealth Management.