Broker Check

Fees & Expenses

Synergy Retirement Planning Strategies, LLC is a fee-based advisory services firm. All of our financial consultation and advisory fees are disclosed prior to entering into a client relationship and our fees are 100% transparent. We are proud of our fee structure and believe we deliver premier value to our clients.

Because all clients are unique, we evaluate your individual situation by offering a complimentary financial consultation. After the initial discussion, we can tailor a plan that works for you and then provide a clear estimate of any fees that will be involved with creating and maintaining your plan.

If you have recently reached a key financial milestone such as marriage, divorce, having children or grandchildren, retirement, or the death of a loved one, you may simply need an objective financial review or personal coaching. But we understand that you may be looking for a trusted partner to provide these services as well as manage your portfolio as part of an ongoing relationship. Once we know your needs, we can give you a specific menu of our costs, including:

  • Objective Fee-Only Financial Planning – Fees range from $750 to $5000, depending on the scope of the project.
  • Asset Management – The average fees range from .25% to 1.2% annually, depending on the value of your managed assets. 
  • Insurance - We work with multiple companies on various types of insurance (Life, Disability, Long Term Care, Medicare) and receive a percentage of the premium as a commission, which varies by product and company.
  • Project Based – Fees for minor projects are billed at our hourly rate of $200.

With our consultative approach and transparent fee structure, you can always be sure that we are acting in your best interest.

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