Advisor at Action Point Retirement Group LLC
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Firm
Action Point Retirement Group LLC
Location
Middleville, MI
Credentials
Series 66
Industry experience
18 years
Aaron Wassenaar is a financial advisor at Action Point Retirement Group LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Fiduciary Financial Advisors since 2024, in addition to his role at Action Point Retirement Group since 2015. Action Point Retirement Group serves individual clients, including high-net-worth individuals, as well as sponsors of ERISA and non-ERISA retirement plans. The firm provides portfolio management, investment policy development, manager selection, plan benchmarking, and employee education through seminars and meetings, employing a mix of fundamental and technical analysis with a focus on non-discretionary account management.
Based on Action Point Retirement Group LLC
Based on Action Point Retirement Group LLC
Under $1,000,000 - $1,000,000: Up to 0.75% $1,000,000 - $5,000,000: Up to 0.50% $5,000,000 - $10,000,000: Up to 0.35% $10,000,000 - $50,000,000: Up to 0.25% $50,000,000 - $150,000,000: Up to 0.15% $150,000,000 - $500,000,000: Up to 0.10% $500,000,000+: Up to 0.05%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $7,500 for institutional retirement advisory services Fee-only: Fixed fees generally between $10,000 - $25,000, minimum fee $7,500 for institutional retirement advisory services
Middleville, MI
Michigan
Fiduciary Financial Advisors
2024 - Present (2 years)
Action Point Retirement Group
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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How much can we safely spend? When should we take Social Security? How do we minimize taxes on everything we've saved? If questions like these keep you up at night, you're not alone. You've spent decades building wealth—now you need a plan to turn it into income that lasts. I specialize in tax-smart retirement income planning for families in-or-near retirement: Roth conversions, Social Security timing, pension decisions, and investing built for distribution—because retirement requires a different playbook than accumulation. How would we work together? It starts with a free Retirement Clarity Call where we dig into your situation and confirm we're a good fit. From there, we'll schedule a Blueprint Meeting where I'll walk you through your key challenges, opportunities, and a recommended strategy tailored to your retirement goals. You'll walk away with real clarity on how to lower your taxes, optimize your income, and retire with confidence—whether we end up working together or not. Tell me about your flat-fee membership model? Most advisors charge 1% of your assets—on a $2M portfolio, that's $20,000/year. I charge a flat $400/month for comprehensive planning, plus an optional 0.49% if you'd like us to manage investments. We start with planning first, and there is no requirement to move your assets to begin working together. No pressure. No hard sell. We're looking for long-term relationships, not transactions. If we're not the right fit, I'll gladly point you toward someone who is.
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