About the Business
The WealthTenders specialize in financial planning, providing services that focus on tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments and retirement accounts for a flat annual percentage fee of the account balance. Our custodians are Fidelity or Schwab.
Tax planning and filing is also available as a subscription model. This package begins at $100 per month ($1200 per year) for each entity requiring filing.
In addition, we offer independent mortgage lending services, including first time home buyers, rentals, investment properties, land, refinances and more. The fee for mortgage lending is 1% of the value of the mortgage, which can be paid out of pocket or wrapped into the mortgage.
The WealthTenders provides advisory services. Advisory Services Network, LLC is not affiliated with The WealthTenders.
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- We're brining financial planning to the normal working class person out there chasing financial freedom! No minimums. No jargon. Fee Only planning.
- (530) 415-7959
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Opening Time
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Mon
9:00 AM - 6:00 PM
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Tue
9:00 AM - 6:00 PM
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Wed
9:00 AM - 6:00 PM
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Thu
9:00 AM - 6:00 PM
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Fri
9:00 AM - 6:00 PM
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Sat
Closed
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Sun
Closed