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Advantage

Client Centered

At Transparent Wealth Consulting LLC, our goal is to deliver a financial life plan that empowers you to live fully and accomplish your most valued goals. We focus our expertise on simplifying the complexities of your financial situation and providing lasting assurance that your future is secure.

To keep you in command of your financial life, we provide total access to our Client Portal. While serving as a hub for your essential financial documents, this secure online vault delivers a weekly analysis of your asset performance statement via encrypted email. With our Client Portal, you’ll never have to guess about your situation or ask for updates. They’ll come to you in a transparent, consistent, and secure manner.

As a Fiduciary, fee-only firm, we further distinguish ourselves from a financial industry burdened with conflicts of interest. Here are brief explanations to highlight the power of these foundational principles:


Fee-Only​ vs. Fee-Based

By working on a “fee-only” basis, we charge a percentage of assets or a flat fee for financial coaching. While fee-based advisors will accept commissions, we will never charge clients anything but our agreed-upon percentage. This intuitive fee structure provides the highest level of transparency and incentivizes us to further your success. When you succeed, we succeed.


Fiduciary​ vs. Suitability Standard

We work exclusively with your best interests in mind, and we hold our firm to the highest standard of care possible: the Fiduciary Standard. Because most brokers adhere to the “suitability standard,” their definition of objectivity derives from meeting the very minimum of your financial needs without concern for keeping costs down for clients. By operating under the Fiduciary Standard, this hallmark of independence empowers us to recommend solutions that are truly suited to your best interests.

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