Financial advice made simple

Flat fee pricing, no AUM*

Advised

$100/month

(annual contract + $200 setup fee)

Comprehensive financial action plan and accountability coaching

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  • Comprehensive Financial Action Plan including:

    • Goal setting

    • Financial independence readiness

    • Budgeting

    • Investment portfolio suitability

    • Tax / Estate / Insurance review

  • Accountability virtual coaching sessions (3)

  • Unlimited messaging with your advisor

  • Optional: Tax filing and Estate document creation

Guided

$400/month

(annual contract + $200 setup fee)

Execution help with RMDs, Tax modeling, Medicare and more

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  • Everything in the Advised plan plus

  • Focus area deep dive including:

    • Required Minimum Distribution Planning

    • Tax Planning

    • Estate Planning

    • Medicare Planning

    • Insurance Review

  • Customized investment portfolio creation

  • Additional virtual sessions (2)

Managed

$500/month

(annual contract, single model portfolio)

Professionally monitored and rebalanced investments

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  • Everything in the Guided plan plus

  • Fully managed portfolio (discretionary)

  • Ongoing portfolio rebalancing

  • Discounted Tax Filing and Estate Planning

*Flat fee portfolio management potentially saves thousands of dollars annually vs traditional 1% advisors

Additional Services

More than just advice. A coordinated approach offering tax filing, estate document creation and more.

Trust Based Estate Plan
$1,100.00

A Trust protects your assets from the costly and time consuming probate process. Your state-specific, attorney reviewed* Trust includes:

  • Revocable Trust (joint trust for married couple)

  • Certification of Trust

  • General Transfer

  • Property Agreement (for married couples in Community Property states only)

  • Power of Attorney for Finances

  • Power of Attorney for Health Care

  • Advance Health Care Directive

  • HIPAA Release

  • Pour Over Will

  • Attorney Review Letter*

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RO2 Wealth is not a law firm or tax preparer. Legal advice on estate planning and tax filing services are provided through unaffiliated partnerships. This information is for educational purposes only.

Tax Planning and Filing
$500.00

Expert filing: Certified tax specialists handle your returns with meticulous care, covering standard filings to more complex returns. This includes multi-state income, K-1s, rental properties, investment income, crypto and more.

Integrated approach: We believe tax filing and financial planning work best when they work together. By aligning your entire financial picture, we help you eliminate blind spots and maximize every dollar.

Proactive Optimization: Use strategies like Roth conversions, tax-loss harvesting, and tax-efficient investing to reduce your lifetime tax burden.

Transparency: Starting at $500 for a return, we provide an upfront quote prior to any engagement so you can proceed with comfort. Additional forms may adjust the final cost and any fees will be communicated beforehand.

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*Attorney Review Letter: An attorney in your state will review your Trust / Will documents with all of your entered details and mark it as in good order in the context of all the information provided. An additional document will be added to your plan with that attorney's summary of their review and statement in good order.

A 30-minute video chat to discuss any questions and ask for additional advice is available for $300.