We're fee-only, which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets. Exclusive Service for a flat fee: For a couple: A flat annual fee, typically $10,800* per year. For an individual: A flat annual fee, typically $9,600* per year. * The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.

Do you offer virtual appointments?

We work virtually. We physically operate from Atlanta and Los Angeles but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.

YES! Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest.

Will you prepare & file my taxes?

Yes! Most advisors aren't willing or able to give tax advice. This is our speciality. We incorporate careful tax minimization planning into all aspects of our services. We will also prepare and file your tax returns every year.

Is there a minimum for your service?

Our service is generally the most cost-effective for those with investable assets of $1,000,000+ or $200K (Single) / $400K(MFJ) of annual Income. We're especially well-versed in clients with equity compensation and multiple flows of income.

Flat-Fee Financial Planning for High-Income, High-Complexity Lives

“VIP Wealth Advisors has been instrumental in helping me navigate the complexities of tax planning and investment management. Their personalized approach and attention to detail have given me peace of mind and confidence in my financial future.”

Jeff B.

Railroad Retiree
"As a technology consultant, I need financial advice that's as dynamic as my work. The team’s expertise in complex investments, digital assets, and equity compensation, along with their unwavering support and attention to detail, has truly set them apart."

Mike C.

Tech Consultant
"I’m thrilled with how well the team understands the intricacies of managing rental income alongside my W2 earnings. Their tax strategies are spot on, and I really value our regular meetings to explore new real estate opportunities—it's like having a partner in my financial journey."

Susan M.

Real Estate Investor

What we don’t do

Unlike many others who “sell” products, we do not. We provide comprehensive financial planning services strictly on a “fee-only” basis. We are not affiliated with any company, be it a traditional broker/dealer, insurance company, or a “so-called” investment firm. This independence is crucial because it ensures that our advice is entirely unbiased and focused solely on what is best for you. Without any conflicts of interest or pressure to push specific products, you can trust that every recommendation is made with your long-term financial well-being as the top priority.

What is the cost?

We're fee-only, which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. Furthermore, we charge a flat annual fee that is NOT a percentage of the size of your investable assets.

Exclusive Service for a flat fee:
For a couple: A flat annual fee, typically $10,800* per year.
For an individual: A flat annual fee, typically $9,600* per year.

* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments, own multiple rental properties or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call.
Do you offer virtual appointments?

We work virtually. We physically operate from Atlanta and Los Angeles but we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.
Are you a fiduciary?

YES! Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest.
Will you prepare & file my taxes?

Yes! Most advisors aren't willing or able to give tax advice. This is our speciality. We incorporate careful tax minimization planning into all aspects of our services. We will also prepare and file your tax returns every year.
Is there a minimum for your service?

Our service is generally the most cost-effective for those with investable assets of $1,000,000+ or $200K (Single) / $400K(MFJ) of annual Income. We're especially well-versed in clients with equity compensation and multiple flows of income.