Live Chat Software Subscription Financial Advice- One Flat Fee | Affluencer Financial
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Affluencer financial is a fee-based financial planning firm headquartered in Los Angeles, California. We do not make investment decisions on behalf of clients; rather we provide comprehensive advice and solutions without encouraging you to buy products. In fact, we do not manage securities nor are we affiliated with any investment firm that provides us management fees based on the purchase or trade of stocks, bonds, or mutual funds. We simply provide clients with unbiased, independent, objective advice on their personal financial goals. *Affluencer is not a securities firm, "Investments" refers to fixed products and real estate. Fiduciary engagements must be agreed upon and approved by both parties in writing. 

Subscription-Based Financial Advice

Unlimited financial advice

for a flat annual fee. 

  • Meet with a financial advisor.

  • Great for check-ups on the go.

  • Question & Answer Session.

  • No sales pressure!

Hourly

$300

  • Unlimited Access to our entire team.

  • In-person, phone, video conference meetings.

  • Tax, Financial, and estate advice.

  • No sales pressure!

Annual

$2,500

Project

$3,000 - $15,000

  • Made for complex retirement or financial planning.

  • Unlimited hours until project is completed.

  • No sales pressure!

WHY BECOME A MEMBER?

 

Financial advisors are notorious for turning down people unless they receive a big chunk of money to invest. Not everyone wants to invest their money in the stock market to get some advice, and not everyone has a lot of money to invest anyway. We believe that this is an outdated model of financial advice and our Subscription Financial Advice model is here to disrupt the whole financial industry.

We provide unlimited access to a team of CFP, CFA, CPA, attorneys and consultants that can answer your questions and help solve your problems for a flat annual fee. 

 

We can give you the answers when it comes to your personal finances, such as: how much do I save every month so I can retire, what investments are right for me, how much risk should I be taking, what do I do with my real estate, do I need a Will and Trust, what can I do to reduce my taxes, will I run out of money and more.

 

ACCESS

Unlimited advice from expert Certified Financial Planners, Accountants, Financial Advisors, and Financial Coaches

UNLIMITED FINANCIAL ADVICE

Attend any of our weekly financial education classes to get the tools you need to make better financial choices. Click here to see!

UNLIMITED FINANCIAL CLASSES

FAMILY IS INCLUDED

Immediate family members (such as a spouse/significant other) are included in the membership

TAX

PREPARATION

Get advice from Certified Public Accountants to help you with your overall tax strategy and save thousands, from Social Security taxation to avoiding probate tax and more

Get unlimited expert advice from financial advisors and coaches and CFP's regarding the best ways to handle your retirement accounts

RETIREMENT ACCOUNT

CONSIDER IT A FINANCIAL GYM MEMBERSHIP

 

If you can afford a gym membership, you can afford this.  Our annual fee is designed to be accessible and affordable so you can feel as good about your financial membership as you do with your gym or yoga membership. 

 

A LONG TERM RELATIONSHIP

 

Subscription financial advice means that our advisors focus on YOU instead of your assets.  Our goal is to become a lifelong resource for our clients, helping navigate them through marriage, home purchase, having kids, college funding, retirement planning, estate planning and more.

EARN CREDIT CARD PERKS

 

Our monthly fee can be paid using check or credit card, automatically!  If you choose to use your credit card you can rack up airline or credit card points each month!

PAYS FOR ITSELF

 

When it comes to important financial decisions most people ask their friends and family for advice not realizing how much money and opportunity they miss out on. Imagine having a team of experts that you can reach out to when you get hired by a company, decide whether to buy a house, determine which credit card account to open, evaluate your insurance policy, or open a business.