Frequently Asked Questions
What if I live outside of Arizona?
We work with clients in Arizona and across the United States. Meetings are available virtually, so you can get the same level of service no matter where you are located.
Do you have a minimum asset requirement?
No. We believe good financial advice shouldn’t only be for those who already have millions invested. We offer flexible options including assets under management (AUM), flat-fee planning, and financial coaching to fit different needs and stages of life.
What services do you provide?
Our core services include retirement income design, tax strategy (such as Roth conversions and small-business planning), investment management, and full financial planning. We also provide ongoing guidance in areas like estate planning, insurance review, and equity compensation.
Who are your typical clients?
We primarily serve Arizona pre-retirees (ages 55–70), professionals with stock options or other equity compensation, and small-business owners or solo S-corps who value ongoing tax-aware planning.
Can we meet on evenings or weekends?
Yes. We understand your schedule may not fit the typical 9–5. We offer flexible evening and weekend meeting times by appointment.
Do you sell financial products?
No. Golden Acre Wealth Management is a fee-only fiduciary firm. We do not receive commissions for recommending products. Our only compensation comes directly from our clients.
How do you charge for services?
We provide three main pricing structures:
· AUM (percentage of assets managed)
· Flat annual or quarterly planning fees
· Hourly financial coaching
Can you prepare my taxes as well as plan for them?
We provide tax strategy and planning throughout the year. Once enrolled as an Enrolled Agent (EA), we will also offer optional tax preparation services for clients who want everything under one roof.
How do I get started?
Schedule an introductory call. We’ll talk through your goals, walk you through our process, and see if it’s a good fit before moving forward.