Frequently Asked Questions

Yes. Abiding Wealth Partners is a fiduciary, which means we are legally and ethically required to act in your best interest at all times. Our advice is based solely on what we believe is best for you—not on commissions, product incentives, or outside influence.

Being a fiduciary means we are committed to transparency, objectivity, and alignment. We provide advice that is tailored to your goals, values, and financial situation, and we clearly explain our recommendations so you can make informed decisions with confidence.

Our role is to serve as a trusted partner, helping you make wise financial decisions today while planning thoughtfully for the future.

We work with individuals, families, and business owners age 50 and over who value thoughtful planning and want a long-term partner to help them make wise financial decisions. Our clients are typically navigating important seasons of life – building wealth, preparing for (or in) retirement, managing tax complexity, or stewarding an inheritance or sudden increase in wealth.

Many of the people we serve prefer a comprehensive approach that integrates financial planning, investment management, and tax strategy, and they appreciate clear guidance, proactive communication, and advice aligned with their values.

If you’re looking for a relationship-based advisory firm that prioritizes clarity, alignment, and long-term stewardship, we may be a great fit.

People choose Abiding Wealth because they understand that retirement is one of life’s most significant transitions and want personalized, experienced guidance along the way.
We help clients:

• Turn retirement savings into a reliable income stream
• Reduce taxes so they keep more of what they’ve worked hard to earn
• Improve portfolio performance while managing risk
• Gain time and freedom to enjoy life
• Ensure their family has a trusted financial partner if something unexpected happens

There are three core ways we stand apart:

1. Focused Expertise – We specialize in working with individuals and families age 50 and over, concentrating on retirement, tax, and estate planning so our guidance is highly relevant and experienced.
2. Intentional Capacity – We limit the number of new families we serve each month to maintain a high value, relational experience.
3. Team-Based Support – You’re supported by an entire team, not just one advisor. Our collaborative approach provides broader insight, accountability, and continuity.

Yes. Abiding Wealth is licensed to serve clients in all 50 states and works with families across the country. Through secure video conferencing, we strive to deliver personalized planning regardless of location.

We use transparent fees that vary based on how you engage with us — Financial Planning, Investment Management, and/or Solution Specific services.

Financial Planning: Flat Fee (one-time or ongoing)

• Starts at $1,500 annually and may be higher based on complexity

Investment Management: Tiered, Asset-Based

• 1.25% up to $250,000
• 1.15% from $250,000 – $500,000
• 1.00% from $500,000 – $1,000,000
• 0.95% from $1,000,000 – $3,000,000
• 0.90% from $3,000,000 – $5,000,000
• 0.85% above $5,000,000

Solution Specific

• Varies depending on need
• Commissions paid by insurance carrier

Your investment and retirement accounts are held with Fidelity Investments, a well-established third-party custodian trusted by millions of investors nationwide. Fidelity safeguards your assets and provides independent reporting to both you and the IRS.

You can view your accounts anytime through Fidelity directly or through the Abiding Wealth Partners client portal.