How Alissa Works with Employers:
Retirement Plan Consulting, Led by a Fiduciary
Alissa, founder of Amplify My Wealth, provides expert 401k plan consulting and retirement benefits consulting to help business owners and plan sponsors design, implement, and manage effective retirement programs.
From selecting and negotiating with providers to reviewing investment options and supporting employee education, Alissa helps ensure your plan is competitive, compliant, and built for long-term success. This lets you focus on running your business with confidence.
Why Work With a Retirement Planning Consultant?
Running a business is demanding enough without having to become a retirement plan expert.
When you bring in dedicated consulting support, you gain:
A plan built around your employees
Lower fees and stronger oversight
Better retirement outcomes for your team
Time back for your internal team
An independent advocate in your corner
Professional oversight at below-industry-average cost
Retirement Planning Consulting Fees
Our ongoing retirement plan consulting fees are structured to provide transparency and value. Fees are AUM-based, yet consistently below the industry average, and may be negotiated based on the scope of services. We also offer flat or hourly options depending on your needs.
Click here to see the tiered AUM fees
$0 – $500,000: 0.54% annually
$500,001 – $1,000,000: 0.36% annually
$1,000,001 – $5,000,000: 0.20% annually
$5,000,001 and above: 0.15% annually
Fees are billed quarterly in arrears and calculated using the average daily balance of the account(s). Hourly and flat fees are invoiced in advance unless otherwise agreed.
“Alissa helped me overcome my fears of confronting my financial health with empathy, intelligence, and leadership. For the first time in my life, I feel as though I am in a positive relationship with my finances.”
Disclaimer: Testimonials have been provided by current clients whose names have been omitted to honor client confidentiality. Testimonials may have been edited for clarity and brevity. No client was compensated for these testimonials. AMPLIFY MY WEALTH gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client; one client’s results do not guarantee identical outcomes for another client in the future.
