FREE FINANCIAL PLAN

GET YOUR FREE FINANCIAL PLAN From a Certified Financial Advisor

Why Don’t Other Financial Advisors Offer Free Financial Plans?

When it comes to planning your financial future, transparency and trust are essential. At Alloy Wealth, we understand that a solid financial plan is the foundation for achieving your retirement and investment goals. But have you ever wondered why so many financial advisors charge for something as basic and fundamental as your financial plan? Let’s explore some reasons and how it sets us apart.

GET STARTED

Senior couple meeting financial adviser for investment



1. Selling the Plan Instead of the Solution

For many financial advisors, the plan itself is the product. They’ll charge you hundreds—sometimes thousands—of dollars to develop a roadmap for your financial future. While these plans may seem comprehensive, their real value lies in implementation. However, the focus on selling the plan often creates a barrier for clients to take action. This approach treats financial planning as a one-time transaction rather than an ongoing relationship.



2. Everyone’s Playing in the Same Sandbox

Here’s the truth: most advisors recommend placing your money in the same types of funds. These are often large, well-known investment vehicles that come with similar risks, returns, and fees. If everyone is offering essentially the same strategies, what’s the justification for charging so much for the initial plan? Advisors may not want to offer a free plan because it exposes how generic their approach can be.



3. Prioritizing Profits Over Partnerships

Charging for financial plans upfront can also signal where the advisor’s priorities lie. If the relationship begins with a hefty fee, it’s worth questioning whether the advisor is more interested in profiting from the planning process than in building a long-term partnership that prioritizes your success.

Secure Your Future with a FREE Plan

GET STARTED

The Difference Between a Wealth Manager and a True Retirement Planner

In this video, Mark Henry from Alloy Wealth Management explores the key differences between a retirement planner and someone who only manages wealth.

Check Out More Videos on Youtube

What Makes Alloy Wealth Different?

At Alloy Wealth, we believe financial planning should be accessible to everyone. That’s why we offer free financial plans. Here’s how we’re different:



We focus on your goals, not just products.

Your financial plan is tailored to your unique needs, whether that’s retiring early, traveling the world, or leaving a legacy for your family.



Transparency from the start.

By providing your plan at no cost, we demonstrate our commitment to earning your trust rather than charging you for it.



Long-term relationships over short-term profits.

We succeed when you succeed. Our approach is built on collaboration, ensuring your investments align with your future.

The Bottom Line

Not all financial advisors operate with the same mindset. Many hesitate to offer free financial plans because their strategies are often generic, and their priorities are centered on immediate profits. At Alloy Wealth, we take a different path. We’re here to provide value from the very beginning, helping you achieve clarity and confidence in your financial future without the added cost.

Get Started Here

Mark Henry

Fouder & CEO

Ready To Get Your FREE Financial Plan From a Certified Financial Advisor?

Contact Us To Get Started

Alloy Wealth Management

Charlotte, NC

Contact Information

North Carolina

13840 Ballantyne Corporate Place
Suite 115
Charlotte, NC 28277

South Carolina

330 E. Coffee Street
Greenville, SC 29601

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935

Fax: (877) 496-9797

erica@alloywealth.com

Charlotte, NC

Greenville, SC

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.