Fangorn Wealth Management is an independent Registered Investment Advisor based in Washington State. We are a fee-only financial advisor and a fiduciary. We do not charge performance fees and we do not accept or receive any commissions or other payments from sales or recommendations of stocks, funds, insurance products or annuities. Please see our Form ADV2 for further details.
Fees for Educational Services
Educational services are only available for family members of the Firm’s clients and fees for such services are charged to the client at an hourly rate of $100 per hour, billed in 15-minute increments.
Seminars and presentations to groups are complimentary to attendees, although fees of $500 per hour may be charged to workshop or presentation sponsors (depending on agreed-upon focus and extent of workshop). Certain non-profit sponsors may be eligible to have their fee waived. All fees are due at the end of the last session (for educational services) or the completion of the seminar/presentation (i.e. both charged in arrears).
Each time the Firm charges a fee, the Firm will send the Client a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, the time period covered by the fee. All fees are negotiable. See Form ADV2 for more.
“Experience is the hardest kind of teacher. It gives you the test first and the lesson afterward. ”
