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At Blakely Walters, we believe planning doesn’t need to be expensive or complex.

By working closely with you, your family, and your business, we can pinpoint the exact strategies needed to meet your goals. While minimizing prices, we will maximize your opportunity for success.

Just Planning
  • $1000 for 3 meetings
  • Comprehensive Review of Finances
  • Goal Setting
  • Documented action plan summarizing recommendations for most critical elements of your plan
  • Access to world class financial planning software for in depth analysis of your financial picture
Full Service
(most popular)

A combination of planning and asset management

  • $1000 + Asset Management Schedule Below
    • 0-250k 1%
    • 250k-1mm - .75%
    • 1mm - 5mm - .50%
Just Asset Management
  • Best In Class Risk Assessment Review
  • Goal Analysis
  • Portfolio Design
  • Ongoing management and oversight
  • Rebalancing
  • Distribution planning
  • Annual in person review
    • Charge:
    • 0-1mm - 1%
    • 1mm- 2mm -.75%
    • 2mm - 5mm+ - .50%
    • 5mm+

**Please check with your wealth manager for eligible discounts from participating associations, groups, and employers
**Financial planning prices may vary depending on complexity of your situation. Charges typically range from $1,000-$2,500.
** Additional meetings beyond defined service model are subject to $250 fee per meeting

Employer & Group Services

In addition to working with individual investors, we specialize in serving employers from small businesses to multi-national organizations with thousands of employees who seek to integrate meaningful financial wellness programs into their benefit design. From personal financial planning and wealth management, wellness plan design, key employee incentive strategies and more, we help strengthen your employee's financial health. Our services provide maximum flexibility and can be paid for by employers, employees (at a discounted level), or a combination of both.

Additional Services:

In addition to our core advisory services Blakely Walters can also help independently broker:

  • Mutual Funds • Exchange Traded Funds • Bonds
  • Common Stock • Education IRAs / 529 Plans
  • Variable, Indexed and Fixed Annuities • REITs, BDCs, and other alternative investments
  • 401(k) Plans • Profit Sharing Plans
  • IRA’s – Traditional, Roth, SEP, Rollover, Simple
  • Defined Benefit Plans • Group Benefits Plans
  • Disability Income Insurance • Life Insurance
  • Long Term Care Insurance
  • Business Overhead Expense
  • Health Insurance / Health Savings Accounts