Our Fees

We are clear and transparent in how we bill, as we believe trust is the basis for all strong relationships.

Assets Invested

Annual Fee

$0-$1,000,000

1.00%

$1,000,000-$3,000,000

0.85%

$3,000,000-$5,000,000

0.75%

$5,000,000-$10,000,000

0.50%

$10,000,000+

Fixed Planning Fee + 0.1%

Included

Investment Management

Financial & Retirement Planning

Estate & Insurance Planning

Education Planning

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Registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and Impact Wealth Planners are separate entities from LPL Financial.

Ryan Reynolds is solely an investment advisor representative of WCG Wealth Advisors, and not affiliated with LPL Financial.

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