Pricing

Stabler Wealth Management operates as a fee-based firm.
This allows us to provide consistent and transparent pricing for our services.

Our standardized fee schedule offers competitive pricing that delivers great value to our clients.

Annual fees begin at 1% of portfolio value under management and decrease as portfolio size increases. This is a comprehensive fee that covers all of our financial planning services in addition to investment management.

1%

First $1 million

0.75%

$1 to $3 million

0.50%

Above $3 million

To provide a personalized servicing model for our clients, we maintain a minimum fee.

Long-term client relationships
are built on communication and trust.

At Stabler Wealth Management we’re focused on keeping our clients updated with information that’s important to their financial picture. From quarterly economic video updates to special reports on tax and estate law changes, we maintain an updated library of insights and communications for your reference.

Estate Planning in 2025: Navigating Washington’s New Tax Landscape

Big changes are coming to Washington’s estate tax laws—and we want to make sure you’re...
Read More about Estate Planning in 2025: Navigating Washington’s New Tax Landscape

Keys to Weathering Market Volatility

The recent turbulence and volatility in the stock market may be causing concern among novice...
Read More about Keys to Weathering Market Volatility
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Certified Financial Planner

  • 35+

    In Business 35+ Years

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