Mark Rizzotti is a registered investment advisor at Transparent Wealth Solutions, based in matawan, NJ. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing advisory and planning is billed quarterly and varies based on client needs and agreement length. There are three tiers:
- Tier 1: $75-$125 quarterly for budgeting, goal setting, savings, debt analysis, financial coaching, quarterly virtual review sessions, and email communication.
- Tier 2: $175-$250 quarterly for Tier 1 support plus investment plan analysis, estate plan analysis, college funding analysis, retirement plan analysis, tax plan analysis, and real estate plan analysis.
- Tier 3: $375-$1875 quarterly for Tier 2 support plus speculative investment analysis, portfolio monitoring, and ongoing communication access.
- Retirement Plan Analysis & Creation: $1,499
- Investment Plan Analysis & Creation: $750
- Advisory or Planning Hourly: $250
Location
matawan, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Transparent Wealth Solutions
State Registrations1 state
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