Our Fees

Get straightforward pricing from a financial advisor you can trust. No commissions. No pushy sales tactics. Just great advice.

As a fee-only financial planner, our wealth management fees are fully transparent and are inclusive of all wealth management services. We don't charge commissions or nickel and dime you.

Our Fees

We are a fee-only financial planning and wealth management firm. This means we never receive commissions and we are only compensated by our clients for the advice we give.

 

To give you an idea of what you might pay for our wealth management services, here are our services and fees. 

Wealth Management

Wealth management is a comprehensive turn-key service for individuals who want to delegate and simplify. Wealth management includes investment management, comprehensive financial planning, and collaboration with a team of experts including tax, estate planning, insurance experts, and more. We also provide regular reviews and advice throughout the  year.

 

In short, we act as your Personal CFO by providing advice on your total situation.

 

  • Investment minimum: $500,000

  • Pricing: We charge 1% per year on the first $1 million, and the fee declines from there. 

Continuous Financial Planning

Financial planning is great for investors who may not meet our investment minimum or who want a financial plan without investment management.  We will identify and prioritize your goals and create a road map to guide you. We provide you the advice and action steps and you implement the strategies on your own. 

  • Pricing: $400 per month with a 12-month minimum.  

 

* The wealth management fee schedule above is for new individual clients of Covenant Wealth Advisors who meet the minimum asset management requirement of $1 million and who are assigned a Covenant Wealth Manager to assist them with financial planning and investment management objectives. 

Experience Financial Security Today.

CONTACT US

 

Covenant Wealth Advisors is a private wealth management and fee only financial planning firm with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018