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Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind.
Fee-only means we do not receive commissions or referral fees from a client’s purchase or sale of products or services, thus eliminating the potential conflict of interest often found when working with other financial advisors. When we are working with clients, they can count on our advice being unbiased and in line with their interests.
Comprehensive financial advice means that we analyze and integrate the many areas of our clients’ financial lives including tax, insurance, investment, retirement, and estate planning. Not only do we design and suggest strategies, but we also help implement and monitor them for maximum effect.
Our advisors are credentialed and experienced in financial services and maintain their knowledge with rigorous continuing education. Each advisor has consciously chosen this profession because of the satisfaction gained through building client relationships and achieving positive results.
When it comes to our clients, we feel that a collaborative approach yields the best results. In doing so, we spend time learning about our clients’ views and desires, as well as educating them about the options available. After meeting with a potential client, we design a six-month plan with an all inclusive retainer fee that is based on income, net worth and complexity. The retainer fee includes all necessary appointments, phone calls, and emails throughout the term, and after the client has the option to continue on one of our three retainer levels: Financial Planning, Wealth Advisory or Wealth Management.
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