Our Fees

We believe it is important to be transparent and upfront with fees. That is why we list them on our website for easy access.

Energized Retirement Planners charges two types of fees for our services:
Planning fees and Wealth Management fees

Planning Fees

Every client engagement begins with a financial plan. ERP charges a flat, one-time fee to create a financial plan.

Investment Review

$1,500

For those looking for a “second set of eyes” investment review. Best for those wanting an opinion on the diversification, tax efficiency, spending ability and total expense of their DIY or advisor created strategy.

Retirement Plan

$3,500

Our most requested service!

Utilizing the Energized Retirement Blueprint™ we will soon have you on the optimal path to meet your goals.

A few features include creating a retirement paycheck “guardrails” strategy, Roth conversion evaluation, investment allocation and developing a legacy plan including estate documents.

See Our Process

Executive Comp Plan

$7,000

For key executives looking to maximize their equity compensation in retirement. (RSUs, stock options, deferred comp plan, concentration risk, severance packages, mega back door Roth conversions)

Wealth Management Fees

After creating an initial plan, there is an option to continue our partnership via an annual Assets Under Management (AUM) fee to manage client portfolios.

Assets Invested | Annual Fee*

$0 - $500,000 = 1.50%

$500,000 - $2M = 0.75%

$2M - $4M = 0.50%

$4M - $10M = 0.40%

$10M+ = 0.30%

* Example: A portfolio of $3 million would have an AUM fee of 0.79% annually. ($500,000 x 1.5%) + ($1,500,000 x 0.75%) + ($1,000,000 x 0.50%)