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Wealth Manager Services Near You
High-net-worth planning, asset protection, trust management, estate planning
What to Look For
Verify professional certifications (CPA, CFP, EA)
Understand their fee structure — flat fee, hourly, or commission
Check for a fiduciary duty to act in your best interest
Ask about experience with clients in your financial situation
Request references from existing clients
Ensure they carry professional liability (E&O) insurance
Related Financial Services Services
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CPA / Accountant
$60 avg
Tax Preparer
$100 – $500
Financial Advisor
$397 avg
Mortgage Broker
No cost to borrower — paid by lender (1-2% of loan)
Insurance Agent
No direct cost — agent paid by insurance company
Bookkeeper
$200 – $800/mo
IRS Tax Resolution Specialist
$1,500 – $7,500
Credit Repair Specialist
$50 – $150/mo
Debt Settlement Agent
15-25% of settled debt amount
Enrolled Agent (IRS)
$150 – $500/hr
Retirement Planner
$1,000 – $5,000
College Financial Planner
$800 – $4,000
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