WELLth Financial Planning
WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally
WELLth Financial Planning · Palm Beach Gardens, Florida
Is this you, Christopher?
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About
WELLth is a flat fee, fiduciary financial planner and investment manager located in Palm Beach Gardens, Florida and serving clients nationally. We help individuals maximize their wealth with cutting-edge investment, tax, retirement, and debt management strategies. While we help individuals from all walks of life, our specialty is helping clients achieve the flexibility to "work on your terms," which may include early retirement goals.
Chris Diodato, CFA, CMT, CFP is our founder and chief investment officer and is frequently quoted in outlets such as Bloomberg, Wall Street Journal, and Fortune. He was also the recipient of the acclaimed and internationally recognized Charles H. Dow Award in 2019 for his research and formulas on identifying stock market panics and buying opportunities.
Ready to be your best financial self? Schedule a complimentary call with Chris today!
Who they serve
- HENRY (high earner, not rich yet)
- Early-career professionals
- High earners
- Pre-retirees
- Founders
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Debt Management
- Education Planning
- College/Education Planning
- Charitable Giving
- Estate Planning
- Financial Advice & Coaching
- Insurance Planning
- Investment Management
- Insurance/Risk Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Risk Management
- Wealth Management
Structured record
| Name | WELLth Financial Planning |
|---|---|
| Firm | WELLth Financial Planning |
| Location | Palm Beach Gardens, Florida |
| Fee model | Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2020 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP · CFA |
| Designations | Series 65 · CFP (Certified Financial Planner) · CFA (Chartered Financial Analyst) · Other |
| Investment approach | Blend of both |
| Website | www.wellthfp.com |
| /wellth-financial-planning |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation