Straightforward Pricing

Managed Account Fees

Fees listed are for advisory accounts managed by Azalea Wealth Management. Internal investment fees are separate from advisory fees listed below. Please read the prospectus carefully before investing. Fees are based on assets under management per household. Our annual portfolio management fee is billed and payable, quarterly in arrears.

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Financial Planning Fees

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  • No minimum asset under management requirement. 

  • Monthly fees range from $100 to $300 based on complexity.

  • Unlimited access to a CFP® professional.

  • Financial planning fees waived with assets under management over $500,000.

  • Prices vary based on complexity and will be quoted after initial meeting. 

  • Coordination with other professionals like your CPA, insurance agent, and estate planning attorney.