Midwest Retirement Partners (MRP) offers services including selecting other advisors for clients, pension consulting for employee benefit plans, and financial planning. MRP may direct clients to third-party investment advisors and is compensated via a fee share. Financial planning covers investment, insurance, tax, retirement, education, and debt/credit planning. MRP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$100K
Clients26
Advisors1
Avg. per Client$3.9K
Avg. per Advisor$100K
Fee Structure
Minimum Investment:None
The monthly fee for fundamental financial planning is $60 per month ($720 annually).
- Comprehensive financial plan — $1,000 to $5,000, depending on the complexity.
Annual Retainer:From $720/year
One-Time Plan:$1,000 - $5,000
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