Bill Losey Retirement Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly consulting is offered for a fee of $250 to $500 per hour with a one hour minimum.”

Flat or project fee

$500⁠-⁠$5,000

“The client should compare the fee billing percentage deducted from the account to the fee percentage agreed to in the Investment Advisory Contract. d) Financial Planning Fees Fixed Fees 6 Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bill Losey Retirement Solutions, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Bills are prorated for any partial quarters.”

How Bill Losey Retirement Solutions, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in The Villages that publish a flat or project fee charge less.

About Bill Losey Retirement Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

54

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$39,632,747

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140731

Website

billlosey.com (opens in new tab)

Phone

(518) 708-9925

Can advise clients in 2 states: Florida, New York

Other planners in The Villages that publish fees

• JFK Advisory Services, LLCThe Villages$250/hr, $2,500
• Zenith Advisory Group, LLCThe Villages$500⁠-⁠$2,500, $500⁠-⁠$25,000/yr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500

Compare all 5 planners in The Villages