Comprehensive Financial Planning
At Trammell Wealth Management, our comprehensive financial planning goes beyond investment management to create a holistic, personalized roadmap for your financial future. Here’s what sets our approach apart:
Fiduciary Advice
We always act in your best interest, providing transparent, unbiased guidance without conflicts of interest.What is a Certified Financial Planner (CFP®) and why it is Important
A CFP® has completed specialized financial planning education, passed a comprehensive professional exam, and adheres to a high Code of Ethics. This credential signifies a deep commitment to ongoing learning and ethical practice. Working with a CFP® ensures you receive skilled guidance tailored to your life goals and financial needs.What’s Included
A comprehensive plan typically covers:Cash flow and budgeting analysis
Retirement and education planning
Risk management and insurance review
Investment strategy and asset allocation
Tax minimization strategies
Estate planning coordination
Our Unique Subscription Model
With our monthly subscription offering, you gain unlimited access to financial planning services for a predictable, affordable fee—no asset minimums. This empowers clients at all income levels to benefit from the same fiduciary‑level advice typically reserved for high‑net‑worth individuals.
Experience the Trammell difference: ongoing collaboration, transparent pricing, and a dedicated CFP® guiding every step of your financial journey.
So, what does it cost?
Service Tier Monthly Fee Initial Setup Fee
Basic $150 $250
Advanced $250 $500
Example of Complexity:**
• Basic Scenario: Jane, a single professional with a W-2 salary and 401(k), seeks guidance on budgeting, retirement contributions, and straightforward tax filing under the Basic tier.
• Advanced Scenario: The Smith family owns rental properties, runs a small business, and has complex estate considerations—requiring the Advanced tier’s deeper analysis and strategic coordination.