Partner with Alegre
At Alegre Wealth, we believe that planning for a secure future should be stress-free and empowering. We are here to support you every step of the way, providing personalized strategies to help you achieve your financial goals with confidence.
We are a fee-only fiduciary firm, meaning we’re compensated solely by our clients, never through commissions or product sales. We provide advice that’s completely independent, transparent, and focused only on your best interests
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• Fee: 0.80% Annual fee, assessed quarterly
• Ongoing goal based financial planning and strategy
• Investment portfolio design and management
• Tax planning, retirement, estate, employee benefit analysis, and risk planning integration
•Regular progress reviews and proactive adjustments
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• Fee: $2500/qtr to $5000/qtr based on complexity
• Comprehensive financial planning across all major areas (retirement, tax, estate, insurance, cash flow, investments, equity compensation, employee benefit analysis, business planning)
• Quarterly meetings with ongoing access for questions and strategy updates
• Coordination with your tax, legal, and other professionals
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• Fee $5000-$7500, based on complexity
• A full written financial plan tailored to your goals and situation
• One month of follow up support regarding plan
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To book for your next conference, association event, corporate workshop, family event, please contact me using the link below.
Popular Speaking Topics:
• Turning Wealth Into Freedom: How to align your financial plan with the life you want.
• The Hidden Costs of Commission-Based Advice: Why fee-only fiduciary planning matters.
• Financial Planning for Life Transitions: Retirement, business exits, and family milestones.
• Beyond the Numbers: Building a financial plan that supports joy, purpose, and legacy.
How we make it happen
We believe in keeping your financial life clear, organized, and accessible. That’s why we use top-tier planning tools to support your journey.
Altruist is our trusted platform for managing your investment accounts. It gives you easy online access to your balances, transactions, and performance—all in one secure place.
RightCapital is our interactive financial planning software. It helps us build a personalized plan together, so you can see how today’s decisions shape tomorrow’s possibilities. With it, you’ll be able to track progress toward your goals, explore ‘what-if’ scenarios, and feel confident about your financial future.
By combining these tools, we’re able to deliver a seamless experience that keeps you informed, empowered, and always moving toward the life you envision.
