Here's what we charge.
1% a year on the savings we manage for you, capped at $10,000. The first conversation and the plan are free.
Our fee
1%
a year, on the savings we manage for you
Capped at $10,000 a year.
What you get
- A free first conversation and a written plan that's yours to keep
- The same advisor, every time you call
- A plan we update when something changes at home
- A monthly paycheck from your savings, sent to your bank account
- We manage the investments in every account you bring us
- Withdrawals timed with your tax bill in mind
- Call, text, email, or video chat as often as you like
- $1M in identity theft insurance, included
What you won't pay
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No commission on the investments we pick
Nobody pays your advisor to put you in one fund over another.
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No fund company pays us
We pick funds for their low cost and how well they fit your plan. Nobody pays us to use them.
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No charge to call
Your advisor's time is part of the fee. Call as often as you need to.
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No cost to find out
The first conversation and the plan that comes out of it are free, whether or not you decide to work with us.
Two things sit outside our fee. The custodian that holds your account charges its own fees, and the funds you hold have their own costs, taken out of the fund itself. And some insurance products, like certain annuities, pay a commission to Retirable and to your advisor when they act as the insurance agent — a conflict of interest we put in writing and talk through before you decide anything.