C.r. Retirement Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Hourly engagements range from $200 to $500 per hour.”

Flat or project fee

$2,500⁠-⁠$15,000

“Fixed fee engagements range from $2,500 to $15,000.”

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

How C.r. Retirement Strategies, LLC bills

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

• “We also offer a stand-alone financial planning service, billed on a fixed-fee or hourly basis and not contingent on AUM.”
• “All fees are disclosed in advance, prorated for partial periods, and subject to refund if the advisory agreement is terminated mid-period.”
• “Fees for individually managed accounts are negotiable in price.”

How C.r. Retirement Strategies, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Indiana median of $250. 80% of the 119 other Indiana planners that publish an hourly rate charge less.
• 21 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Indiana median of $5,000. 83% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 14 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About C.r. Retirement Strategies, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,812,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339017

Phone

(317) 603-9434

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