How We Are Paid

Conger Wealth Management is a fee-only wealth management firm, which means clients are never charged an investment commission.

CWM clients pay a quarterly fee based on the complexity of their individual wealth management needs as determined by the client and the CWM staff. Fees start at $1,875 per quarter.

Below is a comprehensive list of Conger Wealth Management services, some of which are not always offered by other financial advisors:

  • Cash Flow Planning
  • Coordination with Attorneys and CPAs
  • Goal Setting and Monitoring
  • Education Planning
  • Eldercare Planning
  • Employer Benefits
  • Estate Planning
  • Financial Life Coaching
  • Healthcare Planning
  • Insurance Reviews
  • Insurance Shopping and Research
  • Major Purchase Assistance
  • Mortgage Review and Assistance
  • Net Worth Review and Tracking
  • Ongoing Investment Management
  • Portfolio Analysis
  • Retirement Analysis
  • Tax Preparation
  • Objective Advice (not influenced by compensation)