Cochranmickels Retirement Specialists, LLC fees and pricing
Financial planner in Huntsville, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Cochranmickels Retirement Specialists, LLC charges $300 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial Consulting Services are offered based on an hourly fee of $300 per hour.”
- Flat or project fee
- $2,500-$5,000
“Full Financial Plans are offered based on a flat fee between $2,500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cochranmickels Retirement Specialists, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or - 3- closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Cochranmickels Retirement Specialists, LLC’s fees compare
- Its hourly rate of $300 is above the Alabama median of $250. 76% of the 41 other Alabama planners that publish an hourly rate charge less.
- 5 of the 8 other planners in Huntsville that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 is below the Alabama median of $5,075. 43% of the 35 other Alabama planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Huntsville that publish a flat or project fee charge less.
About Cochranmickels Retirement Specialists, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
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
- Clients
- 42
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,312,799
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327837
- Phone
- (256) 417-4870
Other planners in Huntsville that publish fees
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
- Capital Stewards, LLCHuntsville$1,500
- Cloud Investments, LLCHuntsville$200-$2,000
- Infinity Tax & Financial PlanningHuntsville$150-$500/hr, $250-$5,000
- Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
- Planalto FinancialHuntsville$150/hr, $2,400-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.