Calculated Wealth
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Calculated Wealth
We partner with motivated individuals and their families to facilitate financial stewardship with a specialty in navigating the retirement transition.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
Clients who would be a good fit
Someone navigating the retirement transition - whether this is early retirement, "new" retirement, or traditional retirement our process is focused on helping you achieve the highest probability of success that can be delivered. This person also puts a high value on strategic partnerships.
Clients who wouldNOTbe a good fit
Someone who is focused on short-term performance. Investing is a process, so if you have to be willing to commit to a process for a full bear to bull market cycle to see the benefits. We will provide as much education and assistance that you need to feel confident along the way.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Flat Fee/Retainer
$4,500 to $36,000
One-Time Financial Planning Fee
$4,800 to $36,000
Meeting Options
Video meetings
In person meetings
Phone
Email
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
