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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Plan A Wealth use?","answer":"Plan A Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $412M. 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