Getting Started

At Wealth Trail, we believe financial advice should be about you–your goals, your values, and your future.

Unlike many traditional firms, we don’t charge AUM (Assets Under Management) fees. This means our focus isn’t on growing your portfolio just to collect a higher fee. We are a fiduciary practice, dedicated to providing you with unbiased advice tailored to your unique needs, free from any potential conflicts of interest.

Our compensation structure is designed to ensure that our only incentive is your success. We operate on a flat-fee basis, offering transparent, straightforward pricing with no hidden agendas. You can trust that our recommendations are always in your best interest, as we work solely for you.

At Wealth Trail, we provide a financial planning experience that is personalized, transparent, and aligned with your goals. Our focus is on delivering the highest quality service, with clear and predictable fees, so you can confidently plan with us–for your future.

At Wealth Trail, we believe financial advice should be about you -
your goals, your values, and your future.

Traditional Financial Advisors

Wealth Trail Advisors

  • Assets Under Management Fee (AUM)
  • Focused on growing portfolio to increase fee
  • May experience conflict of interest
  • No AUM fees
  • Fiduciary practice
  • Flat-Fee pricing

We provide a financial planning experience that is personalized, transparent, and aligned with your goals. Our focus is on delivering the highest quality service, with clear and predictable fees, so you can confidently plan with us -
For your Future.