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Wealth Builder Package

$2,400 – $6,000 Annually

(billed quarterly)

 

Individuals in their thirties and forties. A complexity and age-based calculator is used to determine the quarterly advisory fee based on several variables, including income, net worth, marital status, children, tax planning complexity, equity compensation planning, real estate holdings, self-employment, business owner, etc. One year verbal commitment required.

Wealth Foundation Package

$1,200 – $ 3,600 Annually

(billed quarterly)

 

Individuals in their twenties. A complexity and age-based calculator is used to determine the quarterly advisory fee based on several variables, including income, net worth, marital status, children, tax planning complexity, equity compensation planning, real estate holdings, self-employment, business owner, etc. One year verbal commitment required.

One flat fee includes the management of all your investment accounts + ongoing financial and tax planning.

Unlimited access to your advisor. We meet regularly either via phone, email, virtual conference, or in-person, whichever is most convenient for you.

Theodore J. van Gerven, CFP®

Virtual Financial Advisor , Modern Wealth Builders, LLC

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Have peace of mind knowing your money stays with an established institution you can trust:

TD Ameritrade Institutional T.J. van Gerven

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.

 

Effective June 14, 2019, the Massachusetts Securities Division has adopted amendments to the regulations regarding the disclosure obligations of investment advisers registered in Massachusetts.

The amendments include the requirement that all investment advisers registered in Massachusetts provide clients and prospective clients with a one-page, stand-alone Table of Fees for Services (“Fee Table”).

While the information included in MWB, LLC’s fee table is already primarily listed on this webpage, you can also access the PDF version of MWB, LLC Fee Table.

Click here to be taken to the Investment Adviser Public Disclosure website to access our most recent Form ADV.

Our most recent ADV is also available upon request and is always provided to prospective clients.

how does modern wealth builders make money?

Our firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.

Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.

One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. Our goal is to put you in a position to succeed based on your financial resources and long term goals.

Our ultimate goal is to make work optional for you by getting you in a position to be able to live off of your investment portfolio.

Scheduling you first phone call, and going through the Free Assessment will help you make an informed decision about hiring us.

Do you offer an hourly or one-time project fee option?

We do our best work with people who are looking for a long-term relationship. However, we do have a hourly and project based option for unique circumstances where it makes sense.

CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?

Absolutely! While many of our clients are located in the Greater Boston area, we work primarily virtually anyways.

We utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings. Meeting virtually is a great way to make the most of our time together.

How are you different than other financial advisors

There are three really important things about our firm that separates us from others:

1. We specialize in working with high earning young professionals. Most of the industry is geared towards working with retirees.

2. We limit the number of new clients we take on so that we can focus on delivering massive value and a personalized experience to the clients we’ve committed working with.

3. We invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless and rewarding.

Why should i consider hiring modern wealth builders?

Great question! But first, let me explain why you shouldn’t hire us.

If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because we focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.

However, if you’re interested in things like investing smartly to solidify your financial future, lowering your tax bill, and maintaining a spending plan, you’re in the right place.

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FEE ONLY NETWORK T.J. van Gerven
XY Planning Network T.J. van Gerven
NAPFA T.J. van Gerven
T.J. van Gerven CERTIFIED FINANCIAL PLANNER