Let’s build your financial future
together
Our advisors are your financial support system, providing personalized strategies and objective advice so you can reach your goals.
Wealth management made just for you
Wealth planning
Your personalized wealth plan will be the foundation for every decision we make. Think of it as the financial roadmap from where you are now to where you want to be.
Investment management
Based on your wealth plan, we’ll set you up with a portfolio tailored to your risk tolerance and values — and we’ll use tax-loss harvesting to help manage your tax burden.
Results may vary depending on individual circumstances.
Financial coaching
We’ll help keep you accountable for meeting your wealth plan milestones — and when important life decisions come up, we’ll walk you through all the financial considerations.
Our balanced approach
We’ll give you clarity on what you can afford today, from day-to-day expenses to international trips.
We’ll make sure you know how much to set aside for tomorrow, so you can achieve financial independence.
As independent fiduciaries, we’re legally required to act in your best interest, so you can be confident in our advice and strategies.
We’re your partners — not salespeople
James Bashall
University of Cape Town, University of East London
Certified Public Accountant
10+ years in financial services
4+ years in wealth management
Has traveled to 5 continents, lived in 3
Ryan Sterling
Carleton College, Vanderbilt University
Chartered Financial Analyst®
20+ years in wealth management
Former child actor (current SAG cardholder)
William Toczylowski
Providence College
Certified Financial Planner®
10+ years in wealth management
Two-time high school soccer state champion
Keep more of your money
We charge a maximum all-in fee at 0.9% of assets managed — the more you invest, the lower your fee. On average, we charge 30% less than other wealth management firms.1
See what our clients have to say
Ryan is a people-first advisor. He works to deeply understand clients' needs and couples it with a profound knowledge of fundamental investing and economics.
We feel really fortunate to have Ryan as our advisor. He’s been instrumental in helping us plan for the future and enjoy the journey.
James is honest and compassionate. He deeply cares about my personal goals and does so much to make sure I understand how to line up my personal goals with my financial goals.
James is a pleasure to work with and gives me peace of mind toward money management. He explains the nuances I don't understand, and I trust that he's always acting in my best interest.
He evaluates my actual long- and short-term needs and helps me make choices to amplify the success of both.
The testimonials presented are from clients of Future You Wealth LLC whose assets have since been acquired by NerdWallet Wealth Partners. No compensation was provided for these testimonials. These clients’ experiences and opinions are their own and may not reflect the experience of all clients. Testimonials are not a guarantee of future performance or success.
FAQs
In addition to the wealth planning, investment management, and financial coaching services outlined above, we offer the following:
- Retirement planning
- Strategic tax planning2
- Insurance advice3
- Estate planning and trusts4
- Budgeting and cash flow management
Unlike robo-advisors, NerdWallet Wealth Partners offers:
- A personalized wealth plan that evolves with your life
- Additional ways to customize how you invest
- A real-life person that helps keep you accountable to meeting your goals
- Advice to help you navigate any financial obstacles that may come your way
We charge an all-in fee starting at 0.9% of assets under management — and the fee goes down the more you invest with us. Here’s the full breakdown:
| Assets under management | Annual fee |
|---|---|
| <$500,000 | 0.9% |
| $500,000 - $999,999 | 0.8% |
| $1,000,000 - $2,499,999 | 0.7% |
| $2,500,000 - $4,999,999 | 0.6% |
| $5,000,000 - $9,999,999 | 0.5% |
| >$10,000,000 | 0.4% |