RPO Wealth Partners offers ongoing financial planning services, including assessing a client's financial situation, understanding their goals, and delivering a financial plan with recommendations. The firm also offers financial plans covering cash flow, investments, insurance, taxes, retirement, college, and debt/credit planning. RPO Wealth Partners does not manage assets directly but may recommend third-party investment advisors.
Fee Structure
RPO Wealth Partners offers ongoing financial planning for a fixed annual fee between $1,000 and $100,000, paid quarterly in advance. This includes biannual check-ins, an end-of-year meeting, and an updated financial plan annually.
RPO Wealth Partners offers financial plans for a fixed rate between $1,000 and $100,000.