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Advisors periodically review portfolios to help ensure they stay aligned with their objectives.",[835],{"type":129,"attrs":836},{"color":773},{"type":821,"content":838},[839],{"type":18,"attrs":840,"content":841},{"textAlign":34},[842,848],{"text":843,"type":22,"marks":844},"Nationwide advisor access: ",[845,847],{"type":129,"attrs":846},{"color":773},{"type":38},{"text":849,"type":22,"marks":850},"The firm connects clients with independent financial advisors across the US, offering local services supported by Brookstone’s investment platform and research team.",[851],{"type":129,"attrs":852},{"color":773},{"type":821,"content":854},[855],{"type":18,"attrs":856,"content":857},{"textAlign":34},[858,864],{"text":859,"type":22,"marks":860},"Comprehensive wealth management: ",[861,863],{"type":129,"attrs":862},{"color":773},{"type":38},{"text":865,"type":22,"marks":866},"Retirement Wealth Advisors offer a range of services, including investment management, retirement income strategies, estate and legacy planning, and insurance support, under a unified framework.",[867],{"type":129,"attrs":868},{"color":773},{"type":821,"content":870},[871],{"type":18,"attrs":872,"content":873},{"textAlign":34},[874,880],{"text":875,"type":22,"marks":876},"Institutional resources and oversight:",[877,879],{"type":129,"attrs":878},{"color":773},{"type":38},{"text":881,"type":22,"marks":882}," Clients benefit from Brookstone’s compliance, trading, and portfolio research, designed to support fiduciary oversight across its advisor network.",[883],{"type":129,"attrs":884},{"color":773},{"type":764,"attrs":886,"content":887},{"level":810,"textAlign":34},[888],{"text":889,"type":22,"marks":890},"The cons of Retirement Wealth Advisors",[891],{"type":129,"attrs":892},{"color":773},{"type":818,"content":894},[895,927,943],{"type":821,"content":896},[897],{"type":18,"attrs":898,"content":899},{"textAlign":34},[900,906,911,922],{"text":901,"type":22,"marks":902},"Complex fee structure with multiple tiers:",[903,905],{"type":129,"attrs":904},{"color":773},{"type":38},{"text":907,"type":22,"marks":908}," Advisory fees are based on assets under management (AUM), with total costs depending on the account size, investment program, and services. ",[909],{"type":129,"attrs":910},{"color":773},{"text":912,"type":22,"marks":913},"Fees are negotiable but capped at 2.5%",[914,917,920],{"type":31,"attrs":915},{"href":916,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://retirementwealth.com/wp-content/uploads/sites/3/2023/12/BWA-Form-ADV-Part-2A-11.1.23.pdf",{"type":129,"attrs":918},{"color":919},"#1155CC",{"type":921},"underline",{"text":923,"type":22,"marks":924}," annually. Clients may also incur fund or exchange-traded fund (ETF) expenses, annuity charges, and custodial or brokerage fees, making the pricing structure complex.",[925],{"type":129,"attrs":926},{"color":773},{"type":821,"content":928},[929],{"type":18,"attrs":930,"content":931},{"textAlign":34},[932,938],{"text":933,"type":22,"marks":934},"Potential conflicts of interest: ",[935,937],{"type":129,"attrs":936},{"color":773},{"type":38},{"text":939,"type":22,"marks":940},"The firm offers several services that compensate advisors differently, which may create an incentive to recommend programs with higher compensation. It states that such risks are mitigated through compliance oversight, account reviews, and adherence to its Code of Ethics. ",[941],{"type":129,"attrs":942},{"color":773},{"type":821,"content":944},[945],{"type":18,"attrs":946,"content":947},{"textAlign":34},[948,954],{"text":949,"type":22,"marks":950},"Advisor-facilitated access only: ",[951,953],{"type":129,"attrs":952},{"color":773},{"type":38},{"text":955,"type":22,"marks":956},"Accounts must be opened and managed via affiliated advisors, so there is no DIY or automated investing option for those seeking a fully digital experience.",[957],{"type":129,"attrs":958},{"color":773},{"type":764,"attrs":960,"content":961},{"level":766,"textAlign":34},[962],{"text":963,"type":22,"marks":964},"Retirement Wealth Advisors fees: how much does it cost?",[965,967],{"type":129,"attrs":966},{"color":773},{"type":38},{"type":18,"attrs":969,"content":970},{"textAlign":34},[971],{"text":972,"type":22,"marks":973},"Retirement Wealth Advisors’ pricing follows a fee-based advisory model, where costs are linked to AUM and may include additional charges for financial planning, annuity programs, or underlying investment products.",[974],{"type":129,"attrs":975},{"color":773},{"type":18,"attrs":977,"content":978},{"textAlign":34},[979,984,992],{"text":980,"type":22,"marks":981},"According to regulatory filings, advisory fees are negotiable but capped at ",[982],{"type":129,"attrs":983},{"color":773},{"text":985,"type":22,"marks":986},"2.5%",[987,989,991],{"type":31,"attrs":988},{"href":916,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":990},{"color":919},{"type":921},{"text":993,"type":22,"marks":994}," annually, with most clients paying a percentage of AUM.",[995],{"type":129,"attrs":996},{"color":773},{"type":18,"attrs":998,"content":999},{"textAlign":34},[1000],{"text":1001,"type":22,"marks":1002},"Additional financial planning services may be billed either hourly (up to $350 per hour) or at a fixed rate ($200 to $5,000 or more), depending on the complexity. 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advisor.",[1452],{"type":129,"attrs":1453},{"color":773},{"type":821,"content":1455},[1456],{"type":18,"attrs":1457,"content":1458},{"textAlign":34},[1459,1465],{"text":1460,"type":22,"marks":1461},"Long-term investors: ",[1462,1464],{"type":129,"attrs":1463},{"color":773},{"type":38},{"text":1466,"type":22,"marks":1467},"Clients focused on building or preserving wealth may appreciate the advisor-led approach, fiduciary oversight, and portfolio monitoring.",[1468],{"type":129,"attrs":1469},{"color":773},{"type":821,"content":1471},[1472],{"type":18,"attrs":1473,"content":1474},{"textAlign":34},[1475,1481],{"text":1476,"type":22,"marks":1477},"Clients who prefer personal relationships: ",[1478,1480],{"type":129,"attrs":1479},{"color":773},{"type":38},{"text":1482,"type":22,"marks":1483},"The firm’s nationwide network of independent advisors allows clients to work with a local professional who provides individualized services and ongoing communication.",[1484],{"type":129,"attrs":1485},{"color":773},{"type":821,"content":1487},[1488],{"type":18,"attrs":1489,"content":1490},{"textAlign":34},[1491,1497],{"text":1492,"type":22,"marks":1493},"Those seeking full-service financial planning: ",[1494,1496],{"type":129,"attrs":1495},{"color":773},{"type":38},{"text":1498,"type":22,"marks":1499},"Advisors can integrate retirement, insurance, and estate strategies into a single plan aligned with each client’s goals.",[1500],{"type":129,"attrs":1501},{"color":773},"Who is Retirement Wealth Advisors best for?",{"id":1504,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1505,"copyright":12,"fieldtype":1506,"meta_data":1507,"is_external_url":543},121921965840925,"https://a.storyblok.com/f/185166/200x200/ba15638cf2/retirement-wealth-advisors-review.jpg","asset",{},"Retirement Wealth Advisors","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","The firm is a US-based registered investment advisor offering financial planning and investment management for individuals and families.","Not sure if Retirement Wealth advisors suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1514,"data":1515,"component":1005},"9043bfad-164e-4427-9824-ee225a03cb95",{"type":15,"content":1516},[1517,1525,1533,1542,1550,1585,1593,1601,1610,1618,1626,1634,1706,1714,1764,1772,1781,1789,1797,1806,1814,1822,1830,1838,1847,1855,1863,1871,1879,1887,2003,2012,2034],{"type":18,"attrs":1518,"content":1519},{"textAlign":34},[1520],{"text":1521,"type":22,"marks":1522},"Retirement Wealth Advisors charges asset-based management fees, generally capped at 2.5% per year, plus optional hourly or fixed planning fees.",[1523],{"type":129,"attrs":1524},{"color":773},{"type":18,"attrs":1526,"content":1527},{"textAlign":34},[1528],{"text":1529,"type":22,"marks":1530},"Clients using Nationwide’s variable annuity program pay up to 2.05% annually, in addition to product-specific charges. As total costs include multiple components (advisory, fund, annuity, and custodial fees), clients should carefully review all related agreements and prospectuses.",[1531],{"type":129,"attrs":1532},{"color":773},{"type":764,"attrs":1534,"content":1535},{"level":766,"textAlign":34},[1536],{"text":1537,"type":22,"marks":1538},"What is the minimum account size for Retirement Wealth Advisors?",[1539,1541],{"type":129,"attrs":1540},{"color":773},{"type":38},{"type":18,"attrs":1543,"content":1544},{"textAlign":34},[1545],{"text":1546,"type":22,"marks":1547},"Retirement Wealth Advisors requires a minimum investment that varies by program and service type. While it doesn’t provide a threshold, regulatory filings outline typical ranges for its managed accounts and financial planning services.",[1548],{"type":129,"attrs":1549},{"color":773},{"type":18,"attrs":1551,"content":1552},{"textAlign":34},[1553,1558,1566,1571,1580],{"text":1554,"type":22,"marks":1555},"The firm expects clients to have at least ",[1556],{"type":129,"attrs":1557},{"color":773},{"text":1559,"type":22,"marks":1560},"$25,000",[1561,1563,1565],{"type":31,"attrs":1562},{"href":916,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1564},{"color":919},{"type":921},{"text":1567,"type":22,"marks":1568}," for discretionary portfolio management. Its minimum account size requirements typically range between ",[1569],{"type":129,"attrs":1570},{"color":773},{"text":1572,"type":22,"marks":1573},"$5,000 and $100,000",[1574,1577,1579],{"type":31,"attrs":1575},{"href":1576,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://retirementwealth.com/wp-content/uploads/sites/3/2023/12/Form-CRS-Combined-6.21.23.pdf",{"type":129,"attrs":1578},{"color":919},{"type":921},{"text":1581,"type":22,"marks":1582},", depending on the investment program. It may accept clients with smaller portfolios.",[1583],{"type":129,"attrs":1584},{"color":773},{"type":18,"attrs":1586,"content":1587},{"textAlign":34},[1588],{"text":1589,"type":22,"marks":1590},"Certain strategies, such as variable annuity allocations or wrap-fee programs, may require higher amounts set by the program sponsor. Clients seeking only financial planning don’t need a minimum investment portfolio. ",[1591],{"type":129,"attrs":1592},{"color":773},{"type":18,"attrs":1594,"content":1595},{"textAlign":34},[1596],{"text":1597,"type":22,"marks":1598},"With entry points as low as $5,000 for some programs, Retirement Wealth Advisors offers a more flexible minimum than many traditional advisory firms, while providing access to personalized financial advice and portfolio management.",[1599],{"type":129,"attrs":1600},{"color":773},{"type":764,"attrs":1602,"content":1603},{"level":766,"textAlign":34},[1604],{"text":1605,"type":22,"marks":1606},"Who should choose Retirement Wealth Advisors?",[1607,1609],{"type":129,"attrs":1608},{"color":773},{"type":38},{"type":18,"attrs":1611,"content":1612},{"textAlign":34},[1613],{"text":1614,"type":22,"marks":1615},"Retirement Wealth Advisors is suitable for clients who value personalized financial advice through a dedicated advisor rather than an automated 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Overall, the firm’s customer service is advisor-driven and personalized, but it does not offer 24/7 or digital chat support.",[1836],{"type":129,"attrs":1837},{"color":773},{"type":764,"attrs":1839,"content":1840},{"level":766,"textAlign":34},[1841],{"text":1842,"type":22,"marks":1843},"Is Retirement Wealth Advisors worth it?",[1844,1846],{"type":129,"attrs":1845},{"color":773},{"type":38},{"type":18,"attrs":1848,"content":1849},{"textAlign":34},[1850],{"text":1851,"type":22,"marks":1852},"Whether Retirement Wealth Advisors is worth it depends on what clients are seeking from a retirement-focused advisory relationship.",[1853],{"type":129,"attrs":1854},{"color":773},{"type":18,"attrs":1856,"content":1857},{"textAlign":34},[1858],{"text":1859,"type":22,"marks":1860},"The firm’s primary strength lies in its personalized retirement planning, delivered through a nationwide network of independent financial advisors who integrate investment, income, insurance, and estate strategies into a single long-term plan.",[1861],{"type":129,"attrs":1862},{"color":773},{"type":18,"attrs":1864,"content":1865},{"textAlign":34},[1866],{"text":1867,"type":22,"marks":1868},"Its RIAP process provides clients with a holistic view of their retirement readiness, supported by Brookstone. ",[1869],{"type":129,"attrs":1870},{"color":773},{"type":18,"attrs":1872,"content":1873},{"textAlign":34},[1874],{"text":1875,"type":22,"marks":1876},"However, the firm’s fee structure is complex and negotiable, with advisory costs (capped at 2.5% annually) plus potential fund, annuity, and custodial expenses that can vary by program. 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Learn who the firm is best suited for and whether its personalized approach is worth the cost.",{"name":2212,"created_at":2213,"published_at":2214,"updated_at":2215,"id":2216,"uuid":2217,"content":2218,"slug":2226,"full_slug":2227,"sort_by_date":34,"position":2174,"tag_list":2228,"is_startpage":543,"parent_id":2176,"meta_data":34,"group_id":2229,"first_published_at":2178,"release_id":34,"lang":730,"path":34,"alternates":2230,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2219,"_uid":2165,"name":2212,"image":2220,"component":2170,"education":2223,"expertise":2224,"description":2225},"Senior Content Writer",{"id":2221,"alt":12,"name":12,"focus":12,"title":12,"filename":2222,"copyright":12,"fieldtype":1506,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This review explores the services that Retirement Wealth Advisors offers, its fees, and the pros and cons of using the investment advisor firm. 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