Frequently Asked Questions

Are you a fee-only fiduciary?

Yes! We operate under the fiduciary standard and we do not receive commissions or sell products. This helps us avoid conflicts of interest and ensures that you have transparency and confidence into how we are compensated.

Can you work virtually in any state?

Absolutely. Future You Wealth serves clients across the U.S. and the vast majority of our work is done virtually. 

I work in tech and I like digital tools – are you tech-forward?

We are! We use cloud-based tools, digital signatures, and virtual communication to ensure that working us is convenient and built around your schedule. You will have real-time access to your accounts and your financial plan through web-based portals and mobile apps.

What are your credentials?

Our team credentials include MBAs, 20+ years of wealth management experience, and the Chartered Financial Analyst® designation. The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. Earning the CFA® charter is a highly selective process and only 1.7% of financial advisors are CFA® charterholders.

Is there a minimum amount of money I have to have to work with you?

Most of our clients have at least $100,000 in invested (or investable) assets. However, we encourage you to reach out regardless of your current situation to see how we can help.

Where is my money held if I work with you?

We work with Schwab as our investment custodian. You will have full online access and a mobile app to access your accounts. Your money will be held with this third-party custodian at all times.

Do you advise on cryptocurrency or are you going to tell me to stay away from it?

We are crypto-friendly! We believe cryptocurrency (or "digital assets" as we often say) can often have a place in an investment plan. We believe in responsibly evaluating digital assets in the context of your financial plan and including exposure to these assets in cases where it's appropriate.