Many advisors bundle fees, add hidden charges, or earn commissions in ways that aren’t always clear. Our Financial Advisor Fee Comparison Tool helps you uncover the full picture.

Why This Matters

Financial advisor costs aren’t always transparent. Wrap fees, mutual fund loads, annuity charges, and even sales contests can all affect what you pay and what you get in return. 

Our tool makes it easy to:

• Uncover hidden advisor fees like bond mark-ups, commissions, and custodial costs
• Compare services vs. expenses so you know if your fees align with the value you receive
• Ask the right questions with our 15-question checklist designed to highlight conflicts of interest. 

How the Tool Works

1. Download the tool and complete it with your current or prospective advisor. 
2. Fill in details on fees, commissions, and services. 
3. Review results with a Wealth Manager to see how TRPG stacks up, and where hidden costs may be reducing your returns. 

The outcome: a clear, side-by-side comparison of what you’re paying and the value you’re getting. 

What’s Inside

Total Expense Confirmation Form: capture every layer of advisor costs, from management fees to annuity charges. 

Advisor Disclosure Questions: learn if your advisor receives perks, sales incentives, or commissions. 

15 Questions to Ask Before Hiring an Advisor: a checklist that shows where TRPG aligns with fiduciary standards and where others may fall short. 

Why TRPG

At The Retirement Planning Group, transparency is non-negotiable. We don’t receive commissions from investment or mutual fund companies. Our fees are clear, straightfowrad, and aligned with your best interests.