Our only fee. Seriously.
$550 monthly flat fee ($6,600 annually) per client household.
At Pulse Wealth, we work with medical sales professionals whose income fluctuates, bonuses spike, and portfolios grow fast. Your planning fee shouldn’t grow just because your account balance does.
Most advisors charge around 1% of assets. That means as your portfolio compounds, their fee compounds too — even if the work and advice stay the same. Over time, that creates a significant drag on your wealth.
We believe your fee should reflect the value of advice — not the size of your portfolio.
Our flat-fee structure removes conflicts and keeps the focus where it belongs: building tax-efficient, Walk-Away Wealth so you can become work-optional on your terms.
What You Get with Pulse Wealth
When you work with a Pulse Wealth you’re not just buying a plan—you’re building a partnership designed to evolve with your life.
Here’s what’s included ➡
A comprehensive financial plan tailored to your goals
Action items and recommendations you can implement right away
Ongoing access for questions and updates
Regular check-ins to keep you on track
Unlimited investments, tax planning, and a free Will and Trust
Scope of Services for a Flat Fee
A flat-fee engagement goes far beyond investment advice. Your plan may include:
Investments
Portfolio design, asset allocation, and rebalancing.
Equity Compensation
Guidance on ISOs, RSUs, and other stock-based benefits.
Retirement
Cash flow planning, Social Security strategy, and withdrawal sequencing.
Tax Strategy
Proactive planning to minimize liability.
Insurance
Risk management across life, disability, and long-term care.
Estate Planning
Coordination with attorneys to align your financial plan with your legacy goals.
Talk With Me Today
Step 1: 30 Minute Consultation
Quick chat to get to know each other and learn more about what you're looking for in an advisor.
Step 2: Think About It
We know that working with an advisor is a big decision, take some time and sleep on it.
Step 3 : Recommendations, Strategy, & Implementation
When you're ready, we get started with our planning process