The Educator's Advisor helps teachers and other individuals understand and navigate various investment accounts and options, such as 403(b), 457(b), individual retirement accounts, and 529 college savings plans. The firm focuses strictly on education and recommendations rather than managing money directly or making trades on clients' behalf. Clients maintain full control over their investment accounts and make all final trading decisions. Founded by Joseph Eassa, who also works full-time as a special education teacher, the firm offers three distinct flat-fee service tiers ranging from portfolio reviews to opening new accounts and handling retirement rollovers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Investment Account Review Only — $195, includes an analysis of your current accounts and investment recommendations without any account opening or rollover assistance.
- Review and Open Account — $245, includes an account analysis, recommendations, and guidance on opening a new account, setting contribution amounts, and selecting investments.
- Review, Open Account, and Complete a Rollover — $345, includes everything in the previous tier plus assistance with rolling over a 403(b) account into another eligible retirement account.
One-Time Plan:$195 - $345
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