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Straight Forward Pricing!

What's Your Desired Level of Guidance?

Minimal

$49/Month​

Start Your Plan

  • 1 Annual Review Meeting

  • Investment Analysis

  • Insurance Analysis 

  • Basic Estate Plan Strategy

  • 24/7 Client Dashboard

  • Dedicated Financial Advisor

  • Loyalty Program

*Additional questions can be answered via email.

Intermediate

$59/Month​

Start Your Plan

  • All Minimal Level Plus... 

  • 1 Additional Semi-Annual Review Meeting

  • Account Aggregation: Put all of your accounts in one secure place for easy visibility.​​

    • Investment Accounts, Credit Cards, Loans, etc...

* 10% Discount for Active Investment Management...​​

Originally 1% | Now 0.9%​

Maximum

$79/Month​

Start Your Plan

  • All Intermediate Level Plus... 

  • 2 Additional Review Meetings​​

    • Total of ​​4 Meetings:

    • 3 Quarterly Reviews & 1 Annual Review.

* 15% Discount for Active Investment Management...​​

Originally 1% | Now 0.85%​

*After recommendations made by the Financial Advisor all investments must be made by the client. For more information on Active Investment Management click on Fee Details.

Additional Services

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Investment Management

We can help you invest with the following accounts:

  • 401k Rollovers

  • TRS, 403b & ORP

  • Traditional & Roth IRA's

  • Also, Business Retirement Accounts:

    • SEP's​, SIMPLE's, Solo 401k's, and others. Inquire for more info.

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*Click button below for fee details

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Insurance Solutions

We offer the following Solutions:

  • Term Life Insurance

  • Permanent Life Insurance

  • Health Insurance (if not covered)

  • Annuities

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​*We are compensated by the insurance company and don't charge additional fees to you for the insurance solution. 

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Securities offered through Interactive Brokers and TD Ameritrade., Member FINRA/SIPC. Advisory Services provided by GH Wealth Management, a Texas Registered Investment Advisory Firm. Insurance Services offered by Alamo Insurance and Wealth Management.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

All payment data is processed and handled by PaySimple who offer the most stringent levels of security in the payments industry. Your data is always encrypted and 100% secure. Independence Wealth Group does not keep or store any credit card information.

Full refund up to and including the initial consultation meeting (involves Needs Analysis, Goal Setting, Risk Analysis, etc). No refund after the initial consultation meeting concludes and work has begun.

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