Millennial Wealth is a fee-only financial planning firm. We are solely compensated through either our monthly subscription or our asset management fee. The availability of our two separate pricing models allows us to work with you regardless of whether you have investable assets or not.
Our initial meeting is always free so please don’t hesitate to schedule a meeting or time to chat. Whether you become a client or not, we’ll do our best to collaborate on a financial plan that sets you on a path towards achieving your financial goals.