White Lighthouse Investment Management

Facts

White Lighthouse Investment Management fees

White Lighthouse Investment Management 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 (6)

• Eva Howland

  CFP

• John Wanvig

  CFP

• John York

  CFP

• Jonathan Lachowitz

  CFP

• Roberta Tondo

  CFP

• Rylee Felice