Pricing

Learn about our straightforward and fee-only pricing designed for individuals who want transparency..

Covenant Wealth Advisors is a fee-only financial planning firm. Fee-only means clients pay us a fee for our advice and services. This is different from most financial advisors who may charge fees and/or receive commissions from product companies or third parties.

As a fee only firm, we are paid the same regardless of the products we recommend. This reduces conflicts of interest and better aligns our interests with yours. Moreover, as a fee-only financial advisor our goal is to provide you with the best advice, not win sales contests or sell products that pay us big commissions.

 

Our Guarantee

 

We guarantee our services. If you aren't satisfied with the advice you receive, we'll refund 100% of your financial planning or investment advisory fees within the first six months of becoming a client.

Financial Planning Essentials

We provide Financial Planning services completed on a fixed, fee-only basis. We typically charge between $1,500 to $2,500 for a financial plan, but our pricing could be higher depending on complexity. Your plan may include:

 

  • Retirement projections with multiple scenarios

  • Investment strategy and portfolio design

  • Retirement income and cash flow planning

  • Social security and medicare review and strategy

  • Education planning for children/grandchildren

  • Life, Disability, and Long Term Care insurance needs analysis

  • 4-Hours of 1-on-1 instruction & guiding you through your plan

  • Tax planning and reviews for tax reduction

  • Review your estate plan
     

After completion of Get Started Form, a Covenant Wealth Advisors financial advisor will be able to provide you with a specific quote.

Wealth Management

 

Wealth management is a comprehensive service whereby we charge a small fee for building and managing your investment portfolio. We serve as your personal CFO guiding you along as your life and needs change.

 

For wealth management, we typically charge between 0.40% to 1.25% of your investment portfolio annually, depending upon the size of your portfolio. Fees are billed automatically from your account on a quarterly basis in advance based on the end of the quarter value and are prorated for partial quarters.

Wealth management includes the following:

  • Continuous financial planning (outlined above)

  • Investment management and portfolio rebalancing

  • Semi-annual client reviews

  • Coordination of outside experts such as tax, insurance, and estate planning professionals. 

Start Here to See if We Can Help

Let us help you enjoy life without the stress of money.

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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

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