Masterplan Retirement Consultants

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

MasterPlan Retirement Consultants, Inc. provides discretionary asset management, ERISA plan services, and financial planning and consulting. They offer ongoing financial consulting services and may recommend Third Party Managers. Investment strategies are tailored to client goals and objectives.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Loading...
Location

410 Villa Rica Way Sw, Suite 100, Marietta, GA, 30064

2 Advisors at this firm

Masterplan Retirement Consultants | TrueAdvisor