Transparent. Simple. Aligned.
Our fee structure.
A straightforward, tiered advisory fee calculated on the assets we manage for you, with a broader retirement relationship designed to grow more valuable as your life becomes more complex.
On a $750,000 portfolio, that's $9,375/year, or about $781/month, for comprehensive panoramic planning.
On assets in this tier, the rate steps down automatically as your wealth grows.
At this level, we discuss quarterly strategic reviews and expanded family coordination.
How the tiers work
Each rate applies to the portion of your managed assets that falls within that tier, so your blended rate drops as your assets grow. There's no separate charge for the planning itself.
When insurance is part of the plan
If an annuity or insurance policy is the right tool for a specific job in your plan, Cody may be paid a commission by the insurance company. We'll show you that before you decide, so you always know how we're compensated.
Your next step
Start with Discovery.
One conversation about your life, your vision and your questions. No fees, no obligation.
Retirement WealthPROFESSIONALS
Helping people become Highly Paid Retirees.
Explore
Contact us
- (512) 737-0176
- [email protected]
- HQ: 6300 Evalina Trail, Austin, TX
Retirement Wealth Pro (RWP) is not affiliated with or endorsed by the Social Security Administration, Medicare, the Security Exchange Commission (SEC), or any other government agency. RWP does not provide tax, estate, or legal advice. Consult with your tax, estate, or legal professional prior to making any financial decisions for your personal situation. Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Retirement Wealth Professionals and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by the Social Security Administration, Medicare, the Security Exchange Commission (SEC), or any government agency. RWP does not provide tax, estate or legal advice.
Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). CLICK HERE for Creative One Wealth's Privacy Notice.