Our Services and Pricing

At Bolden Wealth Management we believe financial planning should be as transparent as the advice we provide. That’s why we’ve designed a pricing structure that fits your unique needs and life stage, offering clear value for every client we serve.

Whether you need focused advice on a specific financial decision or ongoing, comprehensive wealth management, our pricing reflects the care and expertise we bring to your financial journey.

Targeted Financial Planning

For those looking to build a strong financial foundation with specific questions or a one-time planning need.

Our targeted financial planning service is designed for individuals and families who need expert advice in a focused area of their life, such as:

  • Getting organized

  • Creating a budget and understanding cash flow

  • Combining finances with a spouse

  • Building an emergency fund and savings

  • Developing a debt repayment plan

  • Navigating major life events (buying a home/starting a family etc…)

What’s included

  • 2-3 meetings to review your goals, address your concerns, and create an actionable plan to accomplish them.

Pricing

  • $1,500-$3,000 (one time fee based on scope of work and complexity).

Comprehensive Financial Planning

For those seeking ongoing support to aid in managing and growing their wealth.

Our Comprehensive financial planning subscription is ideal for young professionals, growing families, and business owners who desire a long-term advisor to help guide them through life’s complexities.

What’s included

  • A fully customized financial plan addressing every area of your personal financial life - starting with the topics priority to you:

    • Budgeting, savings, and debt repayment

    • Investment strategy and overview

    • Employee benefits

    • Tax planning and optimization

    • Estate planning and insurance (life, health, disability, auto)

    • College planning

    • Charitable giving strategies and Roth conversions

    • Retirement/transition planning

  • 4-6 meetings in first year at a cadence that works best for you

Pricing

  • $400-$750/month (based on your needs and complexity)

Wealth Management

For those with significant portfolios who value holistic financial planning and investment management to live a fruitful life and leave a lasting legacy.

Our Wealth Management service combines personalized financial planning with professional investment management to help you grow and protect your wealth while achieving your life goals.

What’s Included:

  • Comprehensive financial planning

  • Ongoing financial planning for tax strategies, estate planning, and retirement.

  • Active management of your investment portfolio.

  • Regular updates and adjustments to ensure your plan stays aligned with your values.

Pricing (Hybrid Model)

  • Flat Annual Fee: Covers comprehensive financial planning and advice.

  • Reduced AUM Fee: Reflects portfolio size for cost-effective investment management.

Why Choose Bolden Wealth Management?

We understand that financial decisions aren’t just about numbers—they’re about building the life you envision and leaving a lasting impact. Our transparent pricing ensures you receive exceptional value while knowing exactly what to expect, so you can focus on what matters most.

Ready to learn more? Let’s talk about how we can help you achieve your goals.