Fee-only financial advice. No “product” sales. Just advice.
Financial advice that helps you make the most of your money.
You no longer have to wonder if you could be doing something better with your money.
What does it mean to “make the most of your money”?
It’s the feeling that you’re doing the best you can. That you’re being intentional. That you understand what you are doing and why you are doing it.
It’s knowing that you’re putting the right amount of money to work in the right places to accomplish what is important to you.
It’s knowing that you’ve evaluated all of your options, considered all contingencies, and have controlled what you can control.
It’s no longer wondering if you could be doing something better with your money.
Who is Ataroke?
Ataroke (at-uh-roke) Wealth is a fee-only financial planning and wealth management fiduciary located in McKinney, TX where we meet with local clients face-to-face and meet virtually with clients from across the country.
What does “fee-only” mean?
No sales. No commissions. No kickbacks. No hidden fees.
It means we’re only paid by you.
How do we help you make the most of your money?
We give you what you really want:
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You’ll be able to answer the 12 Core Questions of Financial Planning
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A plan only matters if you act on it.
We’ll identify:
Accounts to open or close
Changes to your cash flow
(where to save or what debt to pay)Improvements to your investment allocation
Gaps or inefficiencies in your insurance
Updates to your legal or estate documents
And build your service around:
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Topics include:
Investments
Insurance
Cash Flow / Budgeting
Tax Planning
Estate Planning
Retirement
Social Security / Medicare
Employee Benefits
Major Life Changes
Philanthropy & Giving
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Options include:
Hourly
Short-Term
Ongoing
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Options include:
You do it
We do it
Do it together
Services
Hourly
Quick answers to specific questions
Topics: You choose
Length: Hour-by-hour
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Our hourly offering is designed to answer specific questions in a short time frame. This engagement can last as short as one hour or extend to multiple meetings if necessary.
Before the meeting: We may request certain documents or information to make the most of our time together.
After the meeting: We will provide a meeting summary, clear action items, and any relevant workbooks for you to take with you.
Examples include:
Choosing 401(k) investment options
Review an insurance policy
Review a housing purchase decision
Set up a financial budget
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Answers to your questions
Post-meeting summary including action items
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$450 for the first hour*
$300 for each additional hour
* This includes pre-meeting prep and post-meeting summary
“Get on Track”
Quick Plan
A complete review of your financial life and a clear list what you need to do next
Topics: All
Length: Short-Term (3 meetings)
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You know you want help, but aren’t sure you want a long-term commitment
You have most of it covered, but want a second set of eyes to check your blindspots (DIYer)
You have no clue what’s going on with your money and need a good thorough review
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A complete review of your financial life and a clear list of what you need to do next
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Standard: $3,600*
Accelerate: $1,800**
1st payment: 50% collected up front
2nd Payment: 50% collected at plan completion once you are completely satisfied.***
***If you choose to engage in Ongoing Planning, the 2nd payment is credited back to you over the first 12 months.
*Fee may be higher for clients with more complex situations
**We offer a discount for households with a net worth under $500k to accelerate their financial lives
Comprehensive
Ongoing Planning
A long-term partnership to keep your financial life on track and take it to the next level.
Topics: All
Length: Ongoing
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People looking for a long-term partner to elevate their financial life
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Our ongoing financial planning + investment management looks at all areas of your financial life on an ongoing basis.
Investment Management is included in this offering. Whether you keep your investments where they are or we manage them directly, the price is the same. We believe the value is in the advice, not who is clicking buy and sell.
Full financial plan covering all topics listed in Planning section below
Customized investment portfolio
24/7 access to your plan and account information
4 scheduled review meetings per year (+ schedule meetings as needed)
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Standard : $750/month*
Accelerate: $500/month**
Initial 12-month commitment
Investment Management is included
*Fees may be higher for clients with investible assets above $3 million or for more complex situations
**We offer a discount for those with a net worth under $2M to encourage people to accelerate their financial lives.
Don’t see what you’re looking for? We also offer standalone investment management and can build you a custom short-term plan. Click here to have a conversation and design what you need.
Taylor Stewart, CFP®
Meet Taylor Stewart, a financial planner, wealth manager, and author helping people make the most of their money. Based in McKinney, TX, Taylor is the founder of Ataroke Wealth, serving clients both locally and nationwide.
As a second generation planner, Taylor's passion for the profession runs deep. However, he also recognizes that financial advisors have lost trust over the years, which is why he founded Ataroke, to put the advice back in “Advisor”.
Hear what others have to say
If this sounds like what you are looking for, then let’s schedule a call.
This 15 minute phone call will give us both a chance to make sure your situation matches our expertise.