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OUR PRICING AT BTG:

We aim to create a simple and understandable pricing structure.
Financial Planning is complex enough. 
Paying for your planner's services should not be.

Fee-Only Fiduciary

We are what is known as Fee-Only Fiduciaries. We provide financial advice to our clients for a fee, and have the obligation and duty to always put our clients' best interests first.

Zero Commissions

We do not collect commissions of any kind. This means no proprietary products, and no annuity nor insurance sales. 

Comprehensive Planning

We deliver comprehensive financial planning whenever we engage in an advisory relationship.  Managing the portfolio is important, but how it fits into our clients' lives is even more important. 

Assets Under Management Fee

We do our best work with clients that have investable assets of at least $1million.

Services Included:

  • Portfolio Management

  • Comprehensive Financial Planning

For Those Whose Assets Are Not Yet Available to Manage...

We know that for many pre-retirees the majority of their investable assets are held in a company-sponsor retirement plan, such as a 401k, making them unavailable to manage until after employment ends.  

Ironically, these last few years leading up to retirement is when people often need the most help. 

For these relationships in which we cannot manage the assets yet, we can offer our comprehensive financial planning services at an annual rate.

The rate is determined based upon complexity, and agreed upon during our initial new client process.

The annual fee is broken down into four payments and billed quarterly.


 

Ready to Start your Retirement with Confidence? 

Contact Us

Ask us a Question or Schedule a Call!

Thank you! We will be in touch soon.
CONTACT
OFFICE LOCATION
MAILING ADDRESS

Bryan Curry CFP®
805-304-9459
bryan@btgretirementplanners.com

​

Andy Gerhartz CFP®, MSPFP

414-416-4208

andy@btgretirementplanners.com

Serving clients locally in CA and AZ, and virtually across the country.

BTGRP

1230 Madera Road Suite 5-113
Simi Valley, CA 93065

Bridge The Gap Retirement Planners LLC (“BTGRP”) is a registered investment advisor offering advisory services in the State(s) of [CA/AZ] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTGRP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTGRP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

© 2021 BTGRetirementPlanners

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