Fee-only financial advice. No “product” sales. Just advice.

Financial advice that helps you make the most of your money.

You no longer have to wonder if you could be doing something better with your money.

What does it mean to “make the most of your money”?

It’s the feeling that you’re doing the best you can. That you’re being intentional. That you understand what you are doing and why you are doing it.

It’s knowing that you’re putting the right amount of money to work in the right places to accomplish what is important to you.

It’s knowing that you’ve evaluated all of your options, considered all contingencies, and have controlled what you can control.

It’s no longer wondering if you could be doing something better with your money.

Who is Ataroke?

Ataroke (at-uh-roke) Wealth is a fee-only financial planning and wealth management fiduciary located in McKinney, TX where we meet with local clients face-to-face and meet virtually with clients from across the country.

What does “fee-only” mean?

No sales. No commissions. No kickbacks. No hidden fees.

It means we’re only paid by you.

How do we help you make the most of your money?

We give you what you really want:

  • You’ll be able to answer the 12 Core Questions of Financial Planning

  • A plan only matters if you act on it.

    We’ll identify:

    1. Accounts to open or close

    2. Changes to your cash flow
      (where to save or what debt to pay)

    3. Improvements to your investment allocation

    4. Gaps or inefficiencies in your insurance

    5. Updates to your legal or estate documents

And build your service around:

  • Topics include:

    • Investments

    • Insurance

    • Cash Flow / Budgeting

    • Tax Planning

    • Estate Planning

    • Retirement

    • Social Security / Medicare

    • Employee Benefits

    • Major Life Changes

    • Philanthropy & Giving

  • Options include:

    • Hourly

    • Short-Term

    • Ongoing

  • Options include:

    • You do it

    • We do it

    • Do it together

List of Services


Hourly

Answer specific and urgent questions

Topics: You choose

Length: Hour

  • $300/hour

    Includes follow up summary

  • A one-hour conversation to answer any question you have.

    We will send a form before the meeting for to give us any information necessary ahead of time.

    We will also provide a meeting summary with any relevant action items after the meetings.

Comprehensive
Short-Term

A full plan without the long-term commitment

Topics: All

Length: Short-Term

  • Standard: $5,400

    Accelerate: $3,600*

    *We offer a discount for those with a net worth under $2M to encourage people to accelerate their financial lives.

  • This is our comprehensive plan for people who want to implement themselves.

    We’ll have three (3) meetings and cover all relevant planning topics.

Custom
Short-Term

Design your own project based on what you want

Topics: You choose

Length: Up to you

  • Varies based on topics, length, and assistance

  • Choose your own combination of topics, length, and assistance.

Investment
Only

Advanced investment strategies w/o full planning

Topics: Investments

Length: Ongoing

  • 0.50% per year of assets managed

  • Our investment-only offering is designed for people looking for advanced investment strategies that are not yet available for non-professionals.

    (e.g., structured notes, alternative investments, and certain institutional managers.)

Comprehensive
Ongoing

Get and keep your entire financial life on track

Topics: All

Length: Ongoing

  • Standard : $750/month*

    Accelerate: $500/month**

    Investment management is included

    *Fees may be higher for clients with investible assets above $3 million or for more complex situations

    **We offer a discount for those with a net worth under $2M to encourage people to accelerate their financial lives.

  • Our ongoing financial planning + investment management looks at all areas of your financial life on an ongoing basis.

    Investment Management is included in this offering. Whether you keep your investments where they are or we manage them directly, the price is the same. We believe the value is in the advice, not who is clicking buy and sell.

Taylor Stewart, CFP®

Taylor Stewart, CFP®

Meet Taylor Stewart, a financial planner, wealth manager, and author helping people make the most of their money. Based in McKinney, TX, Taylor is the founder of Ataroke Wealth, serving clients both locally and nationwide.

As a second generation planner, Taylor's passion for the profession runs deep. However, he also recognizes that financial advisors have lost trust over the years, which is why he founded Ataroke, to put the advice back in “Advisor”.

If this sounds like what you are looking for, then let’s schedule a call.

This 15 minute phone call will give us both a chance to make sure your situation matches our expertise.