Solutions We Provide

Investment Management & Advice

 Tax Preparation & Advice

Retirement & Financial Plans

We Offer Three Simple And Transparent Cost Structures

1) You'd Like Us To Manage Your Investments And Prepare Your Taxes

Amount Of InvestmentsAnnual Cost
Under $700,0001.64%*
Over $700,0001.00%*

This cost structure is generally a good fit for folks who have investments being managed by a firm they are not happy with or people who have too much cash sitting at the bank not earning much interest. It also works well for people who have an old 401(k) that they're able to rollover to us from a previous job. This cost structure also includes preparation of your annual tax return*, tax advice, estate planning advice, financial advice, and a 24/7 accessible, personalized written financial plan.*  

*All costs include investment management, tax preparation, tax advice and financial planning. (You may opt out of tax preparation, tax advice and financial planning if you'd like to). An annual fee minimum fee may apply

Accounts managed by RP Zeigler Investment Services, Inc. are held at Charles Schwab and likely include, but are not limited to: ETFs, mutual funds, individual equities, CDs, and/or bonds.

please refer to form ADV for full fee disclosure

 2) The 1-Hour Ask Me Anything Consult
Cost: $350

In-person, on the phone or virtually, let's chat. If something is keeping you up at night, and you just want to talk about it for an hour, this cost structure is for you. This is a fairly simple 2-step process:

  1. Schedule a quick, 15-minute phone call so you can tell me what's going on.
  2. After the call, we'll get you on the calendar for an hour-long get-together.

If you're thinking about or worried about any of these topics, then reach out today!

  • Retirement
  • Taxes
  • Inflation
  • Investments
  • Your estate documents (or lack thereof)
  • Interest rates
  • Changing jobs
  • Social Security
  • Roth IRAs
  • Traditional IRAs
  • An old 401(k)
  • A new 401(k)

Nearly anything related to money, we can most likely help you out with even if it's not listed above.

If something's on your mind, reach out today. Let's talk!

please refer to form ADV for full fee disclosure

3) The Monthly Subscription Model

Transfer your investments to us, or don't. With this model, we don't care. You're in control. Paying for services on a monthly basis is simply a way of life these days. At my house it's the gym, the internet, streaming TV, music and pet food. At RP Zeigler Investment Services, Inc., we offer a similar monthly subscription cost structure for young professionals, and for folks nearing retirement. Here's what you get with your monthly subscription:

  1. A face-to-face, ongoing personal relationship with a CERTIFIED FINANCIAL PLANNER ™ professional who is also an IRS Enrolled Agent. 
  2. A 24/7 accessible, written financial plan addressing all of your financial concerns. We will cover financial planning basics such as emergency funds, estate planning, tax advice, retirement planning, risk management and investment management & advice.
  3. Ongoing communication with the firm. Whether it's a phone call, an email, an in-person meeting, a video conference, or a text message to the firm, we will be in regular contact with you. If you call us, we will call you back. if you email us, we will email you back. If something is important to you, it's important to us.
  4. We will prepare and submit your annual tax return.*
  5. Investment advice for your employer sponsored retirement plan such as a 401(k) or 403(b).
  6. Advice on 401(k) vs ROTH(k) & Traditional IRA vs ROTH IRA.
  7. Investment advice. Here's the best part about this cost structure: we don't care if you move your investments to us or not. You'll get professional investment advice regardless where your investments are located. (If applicable. Accounts managed by RP Zeigler Investment Services, Inc. are held at Charles Schwab and generally will include, but are not limited to, ETFs, mutual funds, individual equities, CDs, and/or bonds)

This cost structure is a great fit for folks who wish to keep their investment account(s) outside of RP Zeigler Investment Services, but who are looking for professional investment advice none the less. The monthly subscription model also works for people who want advice on topics such as college savings plan(s), taxes, estate issues, inheritences, but wish to keep their accounts where they are currently held at. We will also create a customized, 24/7 accessible, written financial plan just for you.

Initial Cost: $1,100

Ongoing monthly cost: $295

Click Here To Schedule Your 15-Minute Intro Call

Please make note: The scope of financial planning and investment management will be tailored to each individual situation and will depend on the needs of each client/household. RP Zeigler Investment Services, Inc. nor any of its employees serves as a tax professional, estate planning attorney or tax attorney. Neither RP Zeigler Investment Services, Inc. or any if its employees prepares tax returns or estate planning documents.

*An additional cost may apply in certain cases for tax preparation.

please refer to form ADV for full fee disclosure