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Business Retirement Plan Consulting Services​

If you're looking for co-fiduciary guidance on your employee benefit plans, Wolfpack Wealth Management is here to help. As a 3(21) Investment Advisor, we provide expert insight into fund selection, plan monitoring, and participant education, all designed to support a financially confident workforce.

 

Our consulting services ensure that every plan includes investment oversight aligned with your fiduciary obligations, while custodial fees may be covered by the plan sponsor or deducted from plan assets, depending on plan design.

So why wait? Contact us today for a complimentary Financial Assessment and take the first step toward a stronger, more secure retirement plan for your team.

 
Business Retirement Plan Engagement Structure
 

Our advisory support is structured using a transparent, tiered framework based on assets under management (AUM) at the end of each quarter. This ensures your business receives the right level of service based on the complexity and scale of your plan.

To accommodate emerging or startup retirement plans, we begin with an initial engagement minimum of $625 per quarter ($2,500 annually), billed directly to the plan sponsor, until plan assets reach $500,000. After that point, our AUM-Based Relationship Structure applies.

 

AUM-Based Relationship Structure: Starts at $2,500 annually (or $625 quarterly) for portfolios under $500K. Tiered advisory rates: 0.40% – 0.60% based on total plan assets. All rates are applied to quarter-end values and billed in arrears.

AUM
Annual Rate
$0 - $500K
$2,500
$500K - $1M
0.60%
$1M - $5M
0.50%
Over $5M
0.40%

(K = Thousand)

(M = Million)

 

Disclosures:

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Transparent Pricing:

Pricing for Services Summary

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. AWMA® and SE-AWMA® are certification marks of the College for Financial Planning®, a Kaplan Company.

 

Our Mailing Address:

600 17th Street, Suite 2801F South

Denver, CO 80202

Office: (720) 880-1128

Mobile/Texting: (323) 205-5630

hello@wolfpackwealth.net

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We Are a Wealth Management Advisory Firm Serving Los Angeles, CA | Denver, CO | Available Nationwide Virtually

©2025 Wolfpack Wealth Management LLC

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