Entelechy is a fee-only financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.
No sales. No minimums. No hidden fees. No nonsense.
We focus on three core offerings provided as separate and distinct services.
Comprehensive Financial Planning
An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, retirement, insurance, estate & tax planning, and much more. With regular check-ins to make sure you’re on track and unlimited support, we’re your collaborative partner in every decision that might be remotely related to money throughout the year.
Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. We’ll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an evidence-based approach backed by decades of academic research. All for a simple annual fee of 0.50% of assets managed.
One-time engagements for those looking for answers to a few specific questions, or help with a specific task like optimizing your employee benefits or preparing and filing your tax return. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.