Wealth Management Services

Expert financial advising tailored to your unique wealth management needs and goals.

Investment-Only Services

A comprehensive plan is not just part of the process. It is the foundation. Every strategy we craft at Mietzner Wealth Management is built on that solid ground.

Our investment-only service is designed for clients who don’t require financial planning or who prefer to begin working with Mietzner Wealth Management in a focused, investment-first capacity.

This option is well-suited for situations like retirement plan rollovers, managing an inheritance, or starting with a portion of your assets before expanding the relationship.

The annual advisory fee for this service is 1.00% of assets under management.

This is lower than our full-service wealth management fee, which may factor into your decision depending on your needs and goals.

Wealth Management:

At Mietzner Wealth Management, LLC, we offer a comprehensive service that combines financial planning and investment management in a clear, coordinated way. We help families and individuals make sound decisions with confidence.

In today’s unpredictable markets, having a steady hand and a disciplined plan matters more than ever. We take the time to understand your full financial picture, then tailor a strategy built around your goals and responsibilities.

Our asset management is personal, not packaged. We use modern tools, deep research, and open access to investment options to build and manage your portfolio with care and competence.

We work only for you. No sales quotas. No product pushing. Just honest investing with your best interests at the center.

Our advisory fee starts at 1.1% of assets under our management.

Income Replacement Planning:

In our experience, the highest levels of anxiety often surface when a client retires and collects their final paycheck from their employer. They are suddenly faced with the challenge of generating the monthly income needed to maintain the lifestyle they have worked hard to build. Even the most well-crafted financial plans can come apart without a thoughtful and strategic Income Replacement Plan.

Too much of today’s financial planning focuses solely on reaching retirement—as if docking the ship ends the journey. But seasoned sailors know that getting safely into harbor is only half the battle. It is the return voyage, navigating shifting tides and unpredictable seas, where most lasting mistakes are made. Building wealth is important, but the real challenge begins when it is time to manage those assets carefully and decide where, what, and when to sell investments.

Our team will work to ensure that when clients need cash or a reliable monthly income, the funds are ready and waiting. We are deliberate in recommending the right types of accounts, whether tax deferred or after tax, and strategic in selecting the investments placed within them.

The annual advisory fee for this service is 1.1% of assets under management.

Stand-alone Financial Planning

Our stand-alone financial planning service is for those who don’t need investment management or who prefer to start with planning only.

This is a one-time, project-based engagement focused on your goals, priorities, and financial concerns. We gather the necessary information, run the numbers, and present clear, realistic scenarios based on where you are and where you want to go.

The fee is $400 per hour, not to exceed 5 hours total. That means the maximum cost is $2,000.

At least two Certified Financial Planners will collaborate on your plan. You’ll also have access to our team for follow-up questions for 12 months after delivery. If you’d like to update your plan after that, a refresh is available for $1,000.