Retirement Roadmap Financial Planning provides investment management and financial planning services to individuals and high net-worth individuals. They offer wealth management, which includes investment management and financial planning, as well as financial planning services on an ongoing or project basis. Retirement Roadmap Financial Planning is a fee-only firm, meaning they only receive compensation from clients for their services.
Fee Structure
Retirement Roadmap Financial Planning's fee for wealth management services ranges from $500 to $5,000 per quarter, paid after the quarter ends. The fee depends on the complexity of your financial situation and the services you need. This service can be provided with or without the firm having the authority to make trades without your prior approval.