Advisors can determine a flat-rate of their choosing that may not exceed $5,000.00. If 529 college planning assistance is being provided as part of the full financial plan, that service must be included in the $5,000.00 maximum and may not incur any additional charges.

Advisors may charge a one-time fee not exceeding $500.00 for 529 college planning services only. If providing the client a full financial plan, 529 services must be included in the full financial planning costs and may not be charged separately in addition to planning costs.

The planning agreement must be signed by hand and mailed-in with the check payment. The agreement is not included inside Fusion's list of forms by design because we do not accept electronic signatures at this time. 

Fees collected are entirely separate from the monthly fees charged for active account management at the custodian.

All payments must be made by check payable to Wealth Watch Advisors, Inc. and delivered by mail with a copy of this signed agreement to the corporate address below:

Wealth Watch Advisors, Inc.
8310 S. Valley Highway, Suite 107
Englewood, CO 80112

Once processed by Wealth Watch Advisors staff, fees will be delivered to the Advisor via ACH. Payment will not be delivered unless an executed copy of the agreement is included with the check.

Wealth Watch keeps 20% of financial planning fees and the remaining 80% is delivered to the Advisor.

Financial planning services and 529 college planning may not be provided to a client for free. A fee must always be collected within the parameters for each different service as agreed upon by both parties and as indicated on the financial planning agreement.