Consumer Advocate for Employees
There is a better way: The RIA 3(38) fiduciary.
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Demand Quality
As a 3(38) fiduciary, investment selection has a single criterion: Quality.
Expenses evaporate when anti-consumer relationships are exterminated.
Local, established professionals bring a level of effectiveness, personal service, and commitment difficult to replicate with a call center.
Focus On Favorable Outcomes
Typically, 401k providers focus on options like a grocery store. If I just stock the shelves with a great selection at a low cost, I did my job, right? Absolutely not. Unlike a store, a business owner is a legal fiduciary.
We monitor plans for inadequate savings rates, irrational investment decisions, and danger signs that indicate an employee is off-track.
Our experienced advisors and CERTIFIED FINANCIAL PLANNER™ professionals provide face to face coaching to each employee. We challenge, encourage, and make it clear to each employee what they need to do today to achieve their financial goals.
Seize the Ethical High Ground
As full-scope 3(38) fiduciaries, responsibility (and liability) for investment decisions rests with our firm.
- No Revenue Sharing
- No 12b-1 fees
- No Commissions
- No Proprietary Products
- No Soft Dollar Arrangements
- No Related Party Fee Sharing
- 100% Direct & Transparent Fees
- NO COMPROMISES
Everspire Fee Schedule
Solo 401(k) Plan
401(k) Plan
0.09% Average Fund/ETF Expense Ratio
0.1% Average Transaction Costs
0.4% Education & Coaching
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Our team is our unique difference.
Everspire is employee-owned and operated, and we pride ourselves on our long history and strong working relationships with friends and family.
With a diverse team and collection of skills across multiple industries, you can feel confident that we have the answers and guidance you need.
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Our Clients
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