Wealth Builder Planning Fees

Under special circumstances, a client may qualify for our Wealth Builder Program. Geared towards young professionals with under $750,000 in investable assets, the Wealth Builder Program allows motivated individuals to get a jump start on preparing for their financial future. 

As a prospective Wealth Builder client, you may be coming to RTD because you no longer have the time or ability to focus on your financial situation as much as you would like. Perhaps you need help selecting investments within your retirement plan, saving for your child’s education, managing cash flow, tackling debt, protecting what you’re working so hard to attain, or investing for financial independence. RTD can help you define your vision and outline a plan of action.

As your fiduciary, we always put your specific interests above all else and believe in providing unbiased advice, explaining our recommendations in easy-to-understand language, without complicated jargon. We understand that life gets busy so we remain flexible to your availability and offer virtual meetings, where necessary. If you’re looking for a professional you can trust to be at your side along your financial life journey, we encourage you to contact us for a complimentary, no-obligation consultation.

YearFee
Year 1 $5,000
Year 2 $6,500
Year 3 $8,000
Year 4 Progresses to Financial Life Planning Fee Structure