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 annual fee is $4,000 and is based on net worth to reflect the fact that we look at your entire financial picture. Our fees are Retainer-Based, which means we charge an annual, fixed-fee based on your financial situation. These fees are determined as follows:
TARP Client Net Worth* | Yearly Fee |
| <$1M - non accredited unless income includes | $4,000 |
| $1M+ | .6% of net worth unless half, or more, of your net worth is in real estate. In this case, the fee drops to .4% of net worth. |
| $5M+ | Can be based on AUM. Minimum fee of $20,000. |
*Net worth is the value of all the non-financial and financial assets owned by an individual minus the value of all their outstanding liabilities.