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Pricing 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. Every client has a financial plan.

Wealth Management Financial Planning Retirement Planning 

Investment Management

We break down our services into three 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)

Investment Management

FEE: 1%* to 1.4%** OF ACCOUNT BALANCE($250,000 minimum)


  • 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%* to 1.4%** of portfolio balance ($750,000 minimum)


  • 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


*1% for low cost ETF and mutual fund portfolios. (Families used include Schwab, Vanguard, SPDR, iShares, and DFA.)

**1.4% for individual stock and bond portfolios. (No expense ratios like with the ETFs and Mutual Funds. Also more tax advantages like loss harvesting.)