Frequently Asked Questions
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Our Process
What does Wealth Planning & Design help with?
We provide personalized guidance across key areas of wealth planning—financial management, retirement planning, insurance planning (life insurance), and legacy-focused strategies designed to help families build, protect, and pass down wealth.
Where are you located and how do I reach you?
Our office is located at 6230 University Parkway, Suite #305, Sarasota, Florida 34240.
You can reach us at941-361-1484orinfo@wealthplanninganddesign.com
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What should I expect in the first conversation?
We start by learning what matters most to you—your goals, values, priorities, and any concerns. From there, we’ll outline how we work and determine whether a long-term partnership is the right fit.
Services
What’s included in “Financial Management”?
Financial management focuses on organizing and optimizing your resources—planning, investment strategy development, and disciplined asset management—so your day-to-day decisions support your long-term goals.
Do you offer investment management?
Depending on the relationship and service selected, investment accounts may be managed with discretionary authority (we can trade based on agreed guidelines) or non-discretionary advice (you make the final decision).
Do you provide estate planning?
We help clients with legacy-focused planning—including strategies that complement wills, trusts, and wealth transfer goals—often in coordination with an attorney who drafts legal documents.
How does life insurance fit into planning?
Life insurance can be a tool for protecting loved ones, supporting long-term goals, and integrating with estate planning strategies. We help evaluate coverage needs and review policies as your life changes.
Do you help with retirement planning for individuals and businesses?
Yes. Retirement planning can include guidance for individuals (such as IRA strategies) and for businesses offering group retirement plans designed to support employees and the organization’s goals.
Fees & Accounts
How are you compensated?
Fees vary based on the services provided and are discussed up front. OneSeven’s Form CRS explains that advisory fees may be asset-based and billed on a monthly or quarterly basis, with ranges depending on the relationship and services.
Is there a minimum to get started?
Minimums can vary by program—some have a stated minimum investment amount (Form CRS notes some programs may have a $15,000 minimum), and the minimum may be waived in certain situations.
What other costs should I expect besides advisory fees?
In addition to advisory fees, accounts may have custodial fees and underlying investment costs/expenses depending on the investments used (for example, fund operating expenses).
Will I be able to access my accounts online?
Yes—there is an Account Login link on the site that supports online account access.
Do you help with retirement planning for individuals and businesses?
Yes. Retirement planning can include guidance for individuals (such as IRA strategies) and for businesses offering group retirement plans designed to support employees and the organization’s goals.
Still have questions?
If you’d like to talk through your goals and understand what a planning relationship could look like, we’re here to help.