BSW Wealth Partners

Facts

BSW Wealth Partners fees

BSW Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (18)

• Aaron Deitz

• Benjamin Weaver

  CFP

• Brian Lichtenheld

  CFP

• David Wolf

• Dmitry Popov

• Julia Wentworth

• Julie Martinez

  CFP

• Katherine St Onge

• Kathrin Biscornet

  CFP

• Lily Beitel-Horton

  CFP

• Lindy Yoshida

  CFP

• Matthew Samek

• Molly Devnani

• Olivia Otoole

• Raliegh Riddoch

  CFP

• Steven Szafranski

  CFP

• Tami Carroll

  CFP

• Timothy Wojtalik

  CFP