Your finances
should too.
Comprehensive Financial Planning
Regular conversations that keep your financial strategy aligned as life changes.
Ongoing coordination that helps simplify complexity with less stress and second-guessing.
A dedicated advisor helping you navigate the financial side of a full and demanding life.
What does it cost?
Ongoing Financial Planning & Investment Management
For clients seeking a long-term partnership, we provide ongoing financial planning and investment management designed to evolve alongside your life, career, family, and goals.
This relationship includes:
- proactive financial planning
- investment management
- ongoing guidance and coordination
- regular meetings and decision support as life changes
Fees are billed quarterly in advance and based on assets under management, generally ranging from 0.90%–0.50%.
For clients with under $750,000 under management, ongoing planning is offered at a flat quarterly fee of $1,875.
There are no commissions, proprietary products, or investment minimums.
Just Looking For Financial Planning?
One-Time Financial Plan
For those looking for financial guidance without ongoing investment management, we offer standalone financial planning engagements.
These projects are designed to help organize priorities, evaluate opportunities, and create a clear path forward through thoughtful recommendations and actionable next steps.
Planning fees typically range from $5,000–$9,000 depending on complexity. Half is due upfront, and half is due at plan delivery.
If an ongoing relationship is established afterward, a portion of the planning fee may be applied toward future services.
Website Disclaimer
Gunder Wealth Management, LLC (referred to as "GWM") is an Investment Advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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