Degree Free - Educational Design
Typically responds within 24 hours
FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
1
Degree Free - Educational Design's Assets Under Management (AUM)
Under $25M
BUSINESS AFFILIATION
FIDUCIARY
No
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
No
LOCATION
-
SUPPORT
Dedicated Staff
Degree Free - Educational Design
We help parents of 16-20 year olds find their kids amazing careers.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
One-Time Financial Planning Fee
$7,000
Subscription
$35,000
Meeting Options
Video meetings
Email
Phone
Clients who would be a good fit
Our ideal clients are parents of 16-20 year olds who:
Pre-High School Grads:
- want a more custom education than college can provide
- want a headstart on a specific type of career education while still in high school years (ideal for homeschoolers)
High School Grads:
- are graduating high school and want a productive gap year plan
- are high performers and don't feel like wasting years on unnecessary classes
Currently In College:
- are bored on campus because material is not current or applicable
- don't like college because it doesn't work for their learning style
- want to break out and get into work or building a business
Pre-High School Grads:
- want a more custom education than college can provide
- want a headstart on a specific type of career education while still in high school years (ideal for homeschoolers)
High School Grads:
- are graduating high school and want a productive gap year plan
- are high performers and don't feel like wasting years on unnecessary classes
Currently In College:
- are bored on campus because material is not current or applicable
- don't like college because it doesn't work for their learning style
- want to break out and get into work or building a business
Clients who wouldNOTbe a good fit
Parents who believe a degree is the best use of educational spend and time.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
