FAQs

Why Being a Fee-Only Fiduciary Matters

  • Your interests first. We are legally and ethically obligated to act in your best interest—always.

  • No hidden agendas. We never earn commissions or incentives from product providers.

  • Transparent compensation. Our only payment comes directly from you, so our advice stays objective and focused on your goals.

Clear. Aligned. 100% in your corner.

About Sorelle Wealth Partners

  • We are a boutique, women-led fiduciary advisory and coaching firm focused on helping women navigate major life and career transitions with clarity, confidence, and connection. Unlike traditional financial firms, we combine technical wealth management with coaching, behavioral finance, and community-building. In addition, we provide multiple ways to work with us so that we can meet clients where they are at in their financial journey.

  • A fiduciary is legally and ethically bound to put your best interests first at all times. That means when we give advice, it’s not influenced by commissions or hidden incentives—we are required to act with loyalty, care, and full transparency, 100% of the time.

  • “Fee-only” means our compensation comes only from the fees you pay us directly. We don’t accept commissions or compensation from investment products, insurance policies, or outside companies. This structure eliminates conflicts of interest and keeps our advice 100% aligned with your goals.

  • Many financial advisors are held to a lower “suitability” standard, which means they can recommend a product that is suitable for you—even if it’s more expensive or less beneficial than another option. As fee-only fiduciaries, we must recommend what’s in your best interest, period.

    When you work with a fee-only fiduciary:

    • Your goals come first. Every recommendation is tailored to your needs, not to meet a sales quota.

    • You know how we’re paid. There are no hidden commissions or surprise incentives—just a transparent fee structure.

    • You get objective advice. Our loyalty is to you and your financial future, not to a product provider.

  • We provide financial advice as Investment Advisor Representatives (IARs) under Savvy Wealth, an independent SEC-registered investment advisory firm (RIA). This structure means we are independent wealth advisors and have the same fiduciary responsibility to you (to act in your best interest), but are backed by Savvy Wealth, a $3+ billion RIA that offers us cutting edge technology, an experienced, credentialed investment team and other tools to better (and more cost-effectively) serve our clients.

  • We specialize in working with women facing a life transition—whether that’s divorce, widowhood, retirement, career change, entrepreneurship or business transition, a sudden financial windfall or other life event. We also happily serve couples, families and men who resonate with our holistic approach.

  • No. While our specialty is supporting women, many of our clients are couples, families and men who align with our mission and value a coaching-based, holistic approach.

What We Do

    • Comprehensive financial planning (investments, estate, retirement, tax strategies, and more)

    • Flat-fee project-based planning in areas such as strategy, estate planning, investment analysis, business succession, or divorce planning

    • Financial coaching and values alignment

    • Community and education through the Sorelle Circle (podcast, workshops, retreats, and peer connection)

  • Yes, we manage portfolios and offer ongoing investment and financial planning advice. Our investment philosophy emphasizes evidenced-based, globally diversified portfolios that are designed to grow steadily over time, not chase market trends. By minimizing costs, managing risk through broad diversification, and focusing on tax efficiency, we help our clients keep more of what they earn. It’s a long-term approach rooted in what we can control, aligned with your goals, and always in your best interest. Learn more about our investment philosophy here.

  • While we bring deep tax and legal expertise and experience, Sorelle Wealth Partners is not a law or accounting firm. Instead, we specialize in helping clients think strategically — offering guidance on tax-smart structuring, estate and wealth transfer planning, strategy implementation, and ongoing oversight. We serve as a central point of coordination, working closely with your attorneys and accountants to ensure all pieces of your financial life are aligned.

  • Yes. For clients with more straightforward estate planning needs, we offer access to estate planning documents through our partnership with a trusted third-party digital platform for creating wills, trusts, and other essential documents. For clients with more complex planning needs, we help design the overall strategy, provide guidance around key decisions — such as trustee selection, asset titling, and distribution planning — and collaborate closely with your estate attorney throughout the process. While Sorelle Wealth Partners is not a law firm and does not draft legal documents or provide legal advice, we serve as a strategic partner to ensure your estate plan aligns with your broader financial goals.

  • Yes. Our community, the Sorelle Circle, offers workshops, learning events, and beginning in 2026, an annual women’s retreat. These experiences are designed to blend financial empowerment with personal growth and connection.

How We Work Together

  • We are an independent, fee-only firm. That means our compensation comes directly from you, not from selling products. Depending on your needs, you may pay a flat project fee, an ongoing planning fee, or a percentage of investments under management.

  • We start with a discovery conversation to understand your goals, values, and current situation. From there, we co-create a plan—whether that’s a one-time project, a coaching engagement, or ongoing wealth management. Every relationship begins with clarity on expectations and outcomes.

  • Yes. We are licensed to work with clients across the U.S. and meet virtually, as well as in person.

  • We don’t believe in one-size-fits-all approach. Some of our offerings are ideal for clients just beginning their wealth journey, while others are designed for those with more complex financial lives. We’ll help you determine the right fit.

  • Yes. Our cutting-edge client dashboard, powered by Savvy Wealth, gives you a clear view of your financial world. You can link and monitor your investments, track key deliverables and to-dos, and securely store important documents — all in one easy-to-use platform.

  • No. Neither Sorelle Wealth Partners nor Savvy holds or takes custody of client assets. Instead, we work with trusted third-party custodians — primarily Charles Schwab and Fidelity — where your accounts are held in your name. These custodians are responsible for safeguarding your assets, executing trades, and providing account statements. As your advisory team, we manage the strategy, provide guidance, and have limited authorization to manage your accounts on your behalf, but you always maintain full ownership and transparency.

Starting Your Journey

  • Getting started is simple. You can reach out directly to any of the three partners — we're a collaborative, team-based firm - or you can send a message through the Contact page on our website, and we’ll make sure it gets to the right person. From there, we’ll schedule an initial conversation to learn more about your goals, answer your questions, and determine the best next steps — together.

  • No. There is no fee for an initial meeting with Sorelle Wealth Partners. We will use the first meeting to answer your questions, determine your needs and next steps.

  • We are licensed to work with clients across the U.S. and meet virtually, as well as in person. Our staffed physical offices are in St. Louis, Missouri and Boca Raton, Florida.

For Industry Professionals

  • Yes. We believe clients are best served when their advisory team works in harmony. We regularly partner with attorneys, mediators, CPAs, therapists, and business advisors to provide integrated support. With a Certified Divorce Financial Analyst® (CDFA®) on our team, we bring specialized expertise to family law matters, helping clients and their legal teams make informed financial decisions during divorce.

  • A Certified Divorce Financial Analyst (CDFA®) is a financial professional with specialized training to help clients and their attorneys navigate the complex financial issues of divorce, including asset division, tax implications, retirement plans, and future financial planning.

  • Absolutely. We offer customized service packages to fit the needs of different professionals and their clients. Whether you’re a family law attorney seeking financial clarity in divorce cases, a CPA who wants to deepen tax and wealth integration for your clients, or a business consultant supporting an entrepreneur’s next chapter, we can design solutions that complement your work and add value to your client relationships.

  • Yes. Our partners speak on women and wealth, tax and estate planning strategies, entrepreneurship, life transitions, and behavioral finance. We also co-host workshops and training sessions with professional partners to bring practical, empowering content to their clients or employees. Please reach out directly to our partners or through our Contact page for inquiries.