Wealth Management near you
Wealth managers for high-net-worth planning — investments, tax, estate, and legacy strategy under one roof.
107,000 monthly searches · credential: CFP®, CFA, CPWA®
What wealth management do
Wealth management combines investment management with tax, estate, and legacy planning for households with more complex finances. It’s a relationship built around your full balance sheet, not a single account.
How to choose
- Look for integrated tax + estate planning, not just investing.
- Ask about account minimums (often $250k–$1M+).
- Prefer a fiduciary, fee-only structure for transparency.
- Check team depth — CPA and estate attorney access matters.
What it costs
Typically 0.5%–1.25% of assets annually, often on a sliding scale that drops as your balance grows. Some firms offer flat family-office retainers.
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Featured wealth management
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
Wealth Management: frequently asked questions
What's the difference between a financial advisor and a wealth manager?
All wealth managers are financial advisors, but wealth management focuses on higher-net-worth clients and layers in coordinated tax, estate, and legacy planning. Account minimums are usually higher.
How much money do you need for wealth management?
Many firms set minimums between $250,000 and $1,000,000 in investable assets, though some boutique and fee-only firms work with growing households at lower thresholds.
How are wealth managers paid?
Most charge a percentage of assets under management (0.5%–1.25% per year), frequently on a tiered scale. Fee-only firms add no commissions; fee-based firms may earn both fees and commissions.
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