Our Services
Financial guidance built around your goals
We work with individuals and businesses at every asset level, offering transparent, cost competitive solutions through our partnership with Altruist.
Complimentary
Free Services Overview Meeting
Not sure which service is right for you? Schedule a no cost, no obligation meeting to walk through your options and find the best fit for your goals.
Transparent Pricing
All fees listed are the maximum all in annual rate. There are no hidden costs.
Managed Portfolio Fee
Standalone Services
Portfolio Review
$250A thorough review of your existing portfolio with actionable feedback. Ideal for DIY investors or anyone seeking a second opinion.
Fully reimbursed if you become a managed client within 6 months.
Comprehensive Financial Plan
$500A complete financial plan covering your goals, cash flow, investment strategy, and long-term outlook.
Fully reimbursed if you become a managed client within 6 months.
What We Offer
Our Services
Financial Planning
Every client relationship begins with a deep understanding of where you are and where you want to go. We help you define clear financial objectives, retirement, wealth transfer, major purchases, or business milestones, and build a step by step plan to reach them.
- ›Retirement planning
- ›Cash flow analysis
- ›Goal based benchmarking
- ›Ongoing plan reviews
Investment Management
Partnered with Altruist, we offer some of the most cost competitive investment solutions in the industry. We believe you should always know what you pay, and our transparent fee structure ensures there are no surprises.
- ›Low cost portfolio construction
- ›Altruist platform access
- ›Risk aligned strategies
- ›Transparent fee disclosure
Business Advisory
For business owners, personal and professional finances are deeply intertwined. We help you align your company's growth with your personal wealth goals, and plan for what comes next, whether that's expansion, succession, or exit.
- ›Business exit planning
- ›Owner compensation strategy
- ›Key person planning
- ›Succession and transition
Self Directed Investor Support
We understand that financial advising is evolving. For clients who prefer to manage their own portfolios, we offer guidance, tools, and access to the same low cost investment infrastructure, empowering independent investors with professional grade resources.
- ›DIY investor guidance
- ›Portfolio review and feedback
- ›Access to Altruist tools
- ›Education and strategy support
Fee-Only Advisory Firm. Felton Wealth is a fee only advisory firm. We are compensated solely by the fees paid directly by our clients, either through a percentage of assets under management or a fixed monthly planning fee. We do not accept commissions, referral fees from product providers, or any other form of third-party compensation.
Limitation of Advice. All initial introductory consultations and discovery meetings are complimentary and are intended to evaluate the potential for an advisory relationship. Felton Wealth does not offer legal or tax advice. We strongly encourage you to consult with your CPA or estate planning attorney regarding complex tax and legal matters.
Not sure where to start?
We work with clients at all asset levels. Let's have a conversation about what's right for you.