The Wellth Company
Lisa Zamparo, CPA
CPA
Pricing
What they charge
- The Starter Plan $999+
- Your Personal CFO $3,000+ per year (payment plans available)
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee
Client minimum
Not stated
Coverage
Toronto, ON
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay The Wellth Company
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Values-based / mindful personal-finance coaching
What's included
Services
One-on-one planning/coaching: net worth, cash flow, goal planning, investment planning (client implements), insurance needs analysis, retirement; workshops/education
Work with The Wellth Company
Advice-only and commission-free, CPA
Independently listed in our fee-only directory. Last checked June 2026.
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