Your free retirement assessment

Q: What are your fees?

We are a fee-only firm, meaning our compensation comes solely from the transparent fee we charge—no commissions, no hidden incentives. We do not sell annuities, life insurance, front-loaded mutual funds, or other commission-based products. Our fee starts at 1% of assets under management and decreases for assets above $2,000,000.

Q: Do I have enough money to be a client?

Our typical minimum is $500,000 in investable assets. If you have less but are eager to work with MDRN Wealth, reach out—we may be able to find a way to accommodate you.

Q: Where do you hold my investments, and how can I see them?

MDRN Wealth is an independent Registered Investment Advisor (RIA) . Being independent allows us to choose custodians that we believe best protect and serve our clients. We primarily use Altruist —one of the largest institutional custodians in the world and an invite-only platform. We also partner with Charles Schwab for certain strategies or client needs. You’ll always have secure, online access to view your accounts.

Taxes

Investments

Income

A MDRN Approach to Retirement Income & Tax Planning

Who We Work Best With

Age 0 +

If you are close to or 50 and above looking to retire early (AKA before 65)

$ 0 +

Individuals who have saved at least $500,000 in savings (not including real estate).

DIY

People who value and want expert help because retirement is too important

What to Expect

Step 1

Discovery Meeting

(~60 mins)

This is where we’ll get to learn about each other. You will learn about us, we’ll learn about you. Think of this like a visit to the doctor where we ask questions to get a diagnosis and see how we can help.

Step 2

Retirement Assessment Presentation

Between steps 1 and 2, we will ask you to securely share any relevant documents needed to build your retirement plan. Based on our discovery meeting and this information, we will prepare and present a retirement assessment. Our assessment covers:

Retirement Tax Projection
Income Plan – using our dynamic guardrails approach
Investment Plan – an outline of how your investments will be managed in alignment with your plan

Step 3

Think About It

At the conclusion of our assessment, we’ll schedule a follow-up call, typically about a week later. In the meantime, we encourage you to reflect on the assessment. If you’re ready to move forward, we’ll begin onboarding during our next call. If you have additional questions, we can address them at that time as well.

Frequently Asked Questions

What are your fees?

We are a fee-only firm, meaning our compensation comes solely from the transparent fee we charge—no commissions, no hidden incentives. We do not sell annuities, life insurance, front-loaded mutual funds, or other commission-based products. Our fee starts at 1% of assets under management and decreases for assets above $2,000,000.

Do I have enough money to be a client?

Our typical minimum is $500,000 in investable assets. If you have less but are eager to work with MDRN Wealth, reach out—we may be able to find a way to accommodate you.

Where do you hold my investments, and how can I see them?

MDRN Wealth is an independent Registered Investment Advisor (RIA). Being independent allows us to choose custodians that we believe best protect and serve our clients. We primarily use Altruist—one of the largest institutional custodians in the world and an invite-only platform. We also partner with Charles Schwab for certain strategies or client needs. You’ll always have secure, online access to view your accounts.