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Our Services



At Third Act Retirement Planning, we offer comprehensive, fee-only financial advice for retirees or those close to retirement.

As a fee-only firm, we aim to be transparent about our fees upfront. Our minimum required amount is $250,000 for investment management services and $750,000 for wealth management.

Wealth Management Financial Planning Retirement Planning 

Investment Management

We break down our services into four main categories depending on your needs:
 

        

One-Time Comprehensive Plan

Initial fee: $3,000


  • Financial goal setting
  • Net worth and cash flow review
  • Income tax planning
  • Education funding planning
  • Employee benefit planning
  • Retirement planning
  • Portfolio and investment analysis
  • Investment recommendations
  • Insurance needs analysis
  • Estate planning review
  • Annual review meeting
    (additional $2,000)

Financial Review - Addresses Your Top 1-2 Financial Concerns

Initial fee: $850


  • Retirement Readiness
  • Post-Divorce Review
  • Investment Second Opinion
  • Handling an Inheritance
  • After Losing a Loved One
  • Paying for College
  • Starting Your Own Business

Investment Management

Fee: 1% of account balance + $500($500 annual fee is waived for portfolio values of $500,000+)


  • Financial goal setting
  • Portfolio and investment analysis
  • Investment recommendations
  • Ongoing investment management
  • Retirement Planning
  • Limited access to financial planner or questions and advice
  • Annual review meeting

Wealth Management

Fee: 1% of portfolio balance


  • Financial goal setting
  • Life planning
  • Net worth and cash flow review
  • Income tax planning
  • Ongoing tax review and filing
  • Education funding planning
  • Employee benefit planning
  • Retirement planning
  • Portfolio and investment analysis
  • Investment recommendations
  • Insurance needs analysis
  • Estate planning review
  • Continual access to financial planner for questions and advice
  • Annual review meeting


Need a visual of our services? 

Download our Service Matrix