Our only fee. Seriously.
$550 monthly flat fee ($6,600 annually) per client household.
At Pulse Wealth, we work with medical sales professionals whose income fluctuates, bonuses spike, and portfolios grow fast. Your planning fee shouldn’t grow just because your account balance does.
Most advisors charge around 1% of assets. That means as your portfolio compounds, their fee compounds too — even if the work and advice stay the same. Over time, that creates a significant drag on your wealth.
We believe your fee should reflect the value of advice — not the size of your portfolio.
Our flat-fee structure removes conflicts and keeps the focus where it belongs: building tax-efficient, Walk-Away Wealth so you can become work-optional on your terms.
One Flat Fee, Multiple Services
Financial Planning
Traditional plans aren’t built for commission-based careers. Our process is designed specifically for MedSales pros—so your income, taxes, and Walk-Away timeline finally align.
Strategic Tax Planning
As your Medical Sales income grows, so does your tax exposure. At Pulse Wealth, we build proactive tax strategy into every decision—so you keep more of what you earn.
Investments
For medical sales professionals, we align your portfolio with your income swings, stock comp, and evolving goals—so your money works in sync with your career and the life you're building.
Talk With Me Today
Step 1: 30 Minute Consultation
Quick chat to get to know each other and learn more about what you're looking for in an advisor.
Step 2: Think About It
We know that working with an advisor is a big decision, take some time and sleep on it.
Step 3 : Recommendations, Strategy, & Implementation
When you're ready, we get started with our planning process