Wealth management FAQs: scope, fees and next steps

No. It is an optional, standalone review. You can engage directly for a Tax Plan, Tax + Financial Plan or ongoing wealth management when that scope fits your needs.

Written findings, prioritized next steps and one results meeting, based on a review of your three most recently filed personal returns plus relevant business and state returns. It helps you understand what deserves attention and does not promise to uncover errors or tax savings.

The Tax Plan includes a filed-return review, analysis of business structure and owner pay, retirement-contribution planning, tax projections and a written tax action plan. The broader plan adds cash flow, reserves, retirement, investment strategy, risk and estate-planning considerations in one written financial action plan.

Investment management, financial planning and year-round tax planning, with help implementing and revisiting recommendations. Retirement planning is part of the financial plan. The agreement defines the responsibilities and scope.

Yes. With your permission, we coordinate the decisions that involve their work. Tax filing and legal services remain with the appropriate professionals.

No. Those services are not part of WealthAdvisor365’s planning engagements. The firm’s tax knowledge informs analysis and professional coordination; credentials do not change the engagement scope.

One-time planning has no asset minimum or investment-transfer requirement. Ongoing wealth management includes investment management and has its own eligibility and terms, explained on Pricing.

We’re paid by clients and do not receive product commissions. Pricing explains engagement options and fees; your agreement and disclosures explain the costs and conflicts relevant to your relationship.

Accounts remain in your name at Altruist, an independent qualified custodian. Review the agreement and disclosures for the details that apply to your accounts.

A complimentary 20-minute introduction gives you a chance to describe your needs, ask questions and discuss fit. No documents are needed. It is not a meeting for personalized financial recommendations.

Do not send tax returns, account credentials or other sensitive records through a general website form or ordinary email. We will identify what is needed and how to provide it for your engagement.

We provide business sale tax planning and post-sale wealth management. Your transaction specialists handle valuation, deal negotiations, legal work and tax filings.

No. Planning evaluates choices using relevant facts and assumptions. Taxes, markets and personal circumstances can change, and investing involves risk, including possible loss of principal.

Visit About for professional background, How We Work for the engagement process and Disclosures and Form ADV for firm information.