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Social Security Analysis Fee Social Security Analysis Fee

National Wealth Partners fee for providing a social security analysis to a non-member of The Planning Club.

Our Price: $250.00
Retirement Plan Upfront Fee Retirement Plan Upfront Fee

National Wealth Partners upfront flat fee for assistance in setting up retirement plans such as Defined Benefit, Defined Contribution and Cash Balance plans.

Our Price: $500.00
Financial Workshop Fee Financial Workshop Fee

National Wealth Partners fee for providing a financial planning and wellness workshop to non-members of The Planning Club.

Our Price: $500.00
   
 
National Wealth Partners, LLC (“NWP”) is an independent registered investment adviser located in Las Vegas, NV and Austin, TX. NWP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. NWP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of NWP’s web site on the Internet should not be construed by any consumer and/or prospective client as NWP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by NWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NWP, please contact the state securities regulators for those states in which NWP maintains a registration filing. A copy of NWP’s current written disclosure statement discussing NWP’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov, by clicking on the "ADV" link in header and footer of this website or from NWP upon written request. NWP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NWP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.