Qualified Retirement Plans

Plan Consulting

As a small business owner, it’s important to have the right retirement plan (i.e. 401k, Profit Sharing, SEP, etc.) in place for your business. Choosing between the different kinds of qualified and non-qualified plans and the myriad of providers is a time-consuming and difficult choice. Every company uses different terminology and a lot of the companies bury hidden fees through the plan and investments.

This makes it all the more important because as a plan sponsor you have a fiduciary duty to your employees. When you partner with Thayer Financial, what you are getting is a completely transparent and fiduciary process for determining the best corporate retirement plan for your company. After determining your needs and requirements, for a flat fee, I will put together a thorough and unbiased analysis of the different options available to you as well as providing proposals from leading providers, the costs of implementing it, and my recommendations.

You are free to implement these recommendations on your own or acquire support through another advisor as well.

Price: $1,200

Retirement Plan Advisory Services

If you want me to implement the plan for your company, then I charge a tiered advisory fee based on plan assets. This fee pays for ongoing employee education, plan support, and benchmarking to name a few of the services.


$0 – $250,0000.75%
$250,001 – $500,0000.60%
$500,001 – $1,000,0000.50%
$1,000,001 – $2,000,0000.35%
$2,000,000 and Up0.25%

*This fee is negotiable

Schedule a Meeting

At Thayer Financial, we assist clients with qualified retirement plans (401k, profit-sharing plans and pensions) nationwide. We proudly serve our local community: Hickory, Newton, Conover, Morganton, Lincolnton, Lenoir, Blowing Rock, and Boone.

CFP Professional XY Planning Network NAPFA Fee-Only Network Financial Planning Association

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Contact Us



439 4th Street SW
Hickory, NC 28602

Schedule a meeting