How WealthBuilder 1031 Charges Its Exchange Fee

One of the most common questions we hear from potential clients is simple: what does WealthBuilder 1031 actually charge for Qualified Intermediary (QI) services? Here’s the complete picture — no upfront cost, no hourly billing, and no surprise charges added at closing. For a broader look at how QI fees are typically structured across the industry, see our guide to Qualified Intermediary fees.

What WealthBuilder 1031 Charges

WealthBuilder 1031 charges a flat fee for its Qualified Intermediary services: $1,000 for a standard delayed or simultaneous exchange, and $6,500 for a reverse or improvement exchange. The fee is paid at closing, so there is no upfront charge and nothing due before your exchange begins. WealthBuilder does not add separate wire fees, administrative fees, or surprise charges.

If you are exchanging into more than one replacement property, WealthBuilder 1031 adds a $250 charge for each additional property beyond the first, separate from the flat fee above.

Does my exchange account earn interest?

No. Exchange funds held through WealthBuilder do not earn interest for the exchanger. That doesn’t change what you pay — WealthBuilder’s fee is the flat rate above, with no additional wire, administrative, or surprise charges either way.

What’s Included in the Fee

Your flat fee covers exchange setup, coordination of the exchange agreement, fund handling related to your exchange, document preparation, and IRS compliance support from start to finish. It’s treated like any other standard closing cost — similar to title insurance or recording fees — and is deducted from your proceeds when your transaction closes, not billed separately or paid out of pocket beforehand.

• No upfront out-of-pocket expense
• One flat rate for your exchange type, plus $250 per additional replacement property if applicable
• Appears directly on your closing statement
• No hourly billing and no add-on charges

Frequently Asked Questions

Is WealthBuilder’s fee negotiable?

No — WealthBuilder 1031 publishes one flat, transparent rate rather than negotiating fees case by case: $1,000 for standard delayed and simultaneous exchanges, $6,500 for reverse and improvement exchanges. Every client pays the same rate for the same exchange type, regardless of transaction size.

Why is the fee higher for reverse or improvement exchanges?

Reverse and improvement exchanges require setting up a separate Exchange Accommodation Titleholder (EAT) to hold title during the exchange period, along with state filing and registered-agent work — see our guide to reverse and improvement exchanges for how that structure works. That added legal and administrative complexity is reflected in the $6,500 flat fee, which still includes WealthBuilder’s own state filing and registered-agent costs — see “What’s Included in the Fee” above.

When exactly do I pay the fee?

At closing. WealthBuilder’s flat fee is deducted directly from your exchange proceeds at closing, the same way title insurance or recording fees are handled. There’s no upfront payment, no invoice to pay out of pocket, and nothing due before your exchange begins.

Does the fee include legal or tax advice?

No. The flat fee covers exchange setup, coordination of the exchange agreement, fund handling, document preparation, and IRS compliance support for your 1031 transaction. It does not include independent legal or tax advice — we recommend working with your own attorney or CPA on the broader legal and tax implications of your exchange.

Ready to see exactly what a 1031 exchange with WealthBuilder 1031 will cost you? Contact us at 888-508-1901 for the flat fee that applies to your specific exchange type.

Chris Peterson — Texas Licensed Attorney & Founder, WealthBuilder 1031

Chris is the Owner and President of WealthBuilder 1031 and a licensed Texas attorney. He graduated from Wheaton College and the University of Texas School of Law and speaks regularly to realtors, accountants, and title companies about 1031 exchanges. Learn more →