We’re a Comprehensive, Flat Fee Financial Advisor

Clients of Arnold and Mote Wealth Management do not pay percent based fees, and get help on an extensive list of financial planning topics.

Does your financial plan include all 39 of these below?

 

Here’s 39 Parts of Every Arnold & Mote Financial Plan:

  1. Tax-Efficient Withdrawal Strategy
  2. Retirement Guardrails
  3. Annual Tax Reviews
  4. Up To Date Estate Plan (With no-cost will and trust document creation and updates)
  5. Social Security Optimization
  6. The Right Medicare Plan

Enter your email below to see the other 33 items, along with detailed examples of how all these come together to create a financial plan.

What We Offer

  • Transparent, predictable costs — no percentage based fees on your portfolio.
  • A truly comprehensive financial plan tailored to your unique needs.
  • Fiduciary advice focused solely on your best interests.
  • Independent advice — we accept no commission or kickbacks.

Let's Get Started

You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.

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