What is this going to cost?

Wolcott Financial Solutions, Inc. is a fee-only business. No commissions are charged or taken. No products, such as insurance, annuities or other investments are sold which also assures her first obligation is to her clients and there is no conflict of interest.

Fiduciary fees are based on $195 hourly rate or flat fee depending on the scope of the work. As of January 1, 2026, the Fiduciary fees will be based on $225 hourly rate. Please call Andrea for further details.