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Solutions We Provide

Help Manage Your Investments

Help You Determine When To Take Social Security

Determine How Much You Need Saved For Retirement

Guide You Through The Medicare Process

Help You Save Money On Taxes

Help You Getting Your Affairs In Order


For Investments Moved To RP Zeigler Investment Services, Inc.



Amount Of InvestmentsAnnual Cost
$0 - $500,0001.25% 
$500,001 - $1mil1.00% 
$1mil - $2mil0.75% 
$2mil - $3mil0.60% 
$3mil - $4mil0.50% 
$4mil and up0.30% 


This cost structure is a good fit for folks who have investments that are able to be moved to RP Zeigler Investment Services, Inc. from another investment firm, who have cash at their bank not earning much interest, or have an old 401(k) they're able to rollover from a previous job.


All costs include investment management and all the financial planning topics mentioned above.

Accounts managed by RP Zeigler Investment Services, Inc. are held at TD Ameritrade Institutional and likely include, but are not limited to, ETFs, mutual funds, stocks, CDs, and/or bonds

*please refer to form ADV for full fee disclosure*


Monthly Subscription Solution

Transfer your investments to us, or don't. With this model, we don't care. 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 preschool, just to name a few. At RP Zeigler Investment Services, Inc., we offer a similar monthly subscription cost structure for young professionals, and for folks within a few years of retirement. Here's what you get with your monthly subscription:

  1. A face to face, ongoing personal relationship with a CERTIFIED FINANCIAL PLANNER ™ professional.
  2. A written financial plan addressing all of your financial concerns. We will also cover financial planning basics such as emergency funds, estate planning, tax planning, retirement planning, risk management and investment management. 
  3. Ongoing communication with the firm. Whether it's a phone call, an email, an in-person meeting, a video conference, or social media direct message, 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. While we cannot control the economy or the stock markets, we are able to control our level of commitment to you. 
  4. Asset allocation advice for your employer sponsored retirement plan such as a 401(k) or 403(b).
  5. Advice on 401(k) vs ROTH(k) & Traditional IRA vs ROTH IRA. 
  6. Investment advice. Here's the best part: we don't care if you move your investments to us or not. You'll get sound investment advice regardless where your investments are located. (If applicable. Accounts managed by RP Zeigler Investment Services, Inc. are held at TD Ameritrade Institutional and generally will include, but are not limited to, ETFs, mutual funds, stocks, CDs, and/or bonds) 

This cost structure is a great fit for folks who's investments may be tied up in their local business, their 401(k) at their current job, but who are looking for a financial planner to help them manage their investments, children's college savings plan(s), and create a written financial plan for them nonetheless.


Initial Cost: $500

Ongoing monthly cost: $150 (per household)

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.

*please refer to form ADV for full fee disclosure*