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Financial Advisor Fee Comparison Guide

The Financial Advisor Fee Comparison Tool was designed with you in mind.

Advisor Comparison Tool

Do you know how much your current advisor or prospective advisor is charging you? What about the hidden fees advisors don’t want you to know about?

You deserve to know what you’re paying for. Our Advisor Comparison Tool can help you know how to compare financial advisors and fees!

How To Use The Advisor Comparison Tool

  • After you download the “Financial Advisor Fee Comparison Guide”, we’ll send a copy right to your inbox. Print it off or email it to your current or prospective advisor and ask them to fill it out.
  • We’ll set up a time for you and one of our Wealth Managers to review the other advisor’s answers.
  • Then, your dedicated Wealth Manager will fill out the form so you can SEE the difference that The Retirement Planning Group can make in your life.

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Advisor Comparison Tool

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