Walk You To Wealth fees and pricing

Financial planner in Dover, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 29, 2026, Walk You To Wealth charges a monthly fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $500/mo; “Pursuant to a planning and investment management agreement signed by each client, the client will pay the Advisor a monthly fee of $500 per month.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fee is invoiced monthly in advance and can be paid by debit card, credit card or ACH.”
“Walk You To Wealth’s fees are negotiable.”
“Walk You To Wealth’s financial planning and investment management fees are payable in advance.”

It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2025.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 11
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $8,728,844
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334943
Website: instagram.com/walkyoutowealth (opens in new tab)
Phone: (508) 745-3070

Can advise clients in 2 states: Florida, Massachusetts

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.