Financial plans fees are flat rate based on the level of complexity. Half of the fee is charged up front to start work on the plan and the second half of the fee is charged after the plan is delivered to you.

Investment management fees are charged monthly from the investment account. Investment management fees are calculated on the amount of assets under management.

Fee-only means we are paid solely by our clients.

We do not get paid commissions, referral fees, or any other form of product-related compensation.

Yes! The interests of the clients are placed above our own.

Fee-only means we only get paid from our clients.

Fee-based firms may receive compensation from third parties in the form of commissions, referral fees, and other product-related compensation.

Typical clients include Gen X and Millenials located in the Midwest who earn well in their careers and want to take their long-term financial future seriously.

Many have a short-term pain point or anxiety for which they need help and clarity (inheritance, promotion at work, early retirement, college planning for kids).

There are no asset minimums to work with Redspire Wealth Management.

Yes! Clients from all over the country can work with Redspire Wealth Management. Virtual meetings keep us connected for regular financial plan and investment updates.

It is recommended we meet once per year in-person for an in-depth financial plan and investment review.

Most clients prefer to meet virtually.

In-person is an option for clients who request it.

It is recommended we meet in person once per year for an in-depth financial plan and investment review.

Yes. One-time planning can be a great place to get on solid financial footing.

Clients get the most value when there is an ongoing relationship. Ongoing relationships are available for clients looking for investment management, financial planning, or both.

A financial plan covers many different areas of your finances: investments, savings, budgeting, cash flow, retirement, insurance, estate planning, taxes, and education planning.

Clients get detailed reports and actionable recommendations tailored exclusively for their situation to help them achieve their dreams.