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.

White Glove Financial Planning | Dedicated CFP® and EA Services

Why work with VIP Wealth Advisors?

Get all your financial planning needs handled in one place with a dedicated Fiduciary Advisor.

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Save the headaches

We handle everything from choosing investments, EOY contributions and RSU conversions to preparing and filing your tax returns.

Experienced, Independent Planners

Work with multi-credentialed, independent Advisors who value time-in with a limited group of clients.

VIP, White-Glove Support

You get VIP, white-glove support. We help with life planning, advanced tax strategy, investments, liquidity events, retirement planning, and when your life changes, we're here to help you navigate the financial roadmap.

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.