Prepared Retirement Institute

Prepared Retirement Institute at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 11 employees and 252 individual clients, 81 of them high net worth.
• Its average account is about $376,000 (assets it manages divided by its 818 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Prepared Retirement Institute fees

Prepared Retirement Institute doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Andrew Dziedzic

• Bradley Garges

  CFP

• Mark Vandenburg

  CFP