Retirement Plan Rollovers

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    • Home
    • About The Guys
      • About Craig
      • About Dave
    • How We Get Paid
    • The CLE 401k Guys Blog
  • Home
  • About The Guys
    • About Craig
    • About Dave
  • How We Get Paid
  • The CLE 401k Guys Blog

How We Get Paid

Flat Fee

Hourly Rate

Hourly Rate

We manage accounts under a fiduciary standard. We do NOT make money by placing trades. Our income only goes up if your account value goes up.

Hourly Rate

Hourly Rate

Hourly Rate

Financial Planning services are billed on an hourly rate basis. Financial Planning is complimentary if the value of your account is $1 million or more.

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