F2f Retirement, LLC fees and pricing
Financial planner in Tooele, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2026, F2f Retirement, LLC charges $150 an hour and a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Service Fee Type and Amount Comprehensive Financial Plan $1,500 fixed fee Annual Financial Plan Review $500 fixed fee Separate Financial Planning Consultations $150 hourly fee F2F Retirement may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”
- Flat or project fee
- $500-$1,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How F2f Retirement, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As the management fees are charged in arrears, F2F Retirement does not offer refunds as services have already been performed.”
- “For the first month a Client engages F2F Retirement or if a Client terminates the service during the month, the fee may be prorated for only those days that F2F Retirement rendered its services.”
- “This invoice will require payment within thirty days after the mailing date on the invoice.”
How F2f Retirement, LLC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$1,500 is below the Utah median of $2,050. 22% of the 63 other Utah planners that publish a flat or project fee charge less.
About F2f Retirement, LLC
“F2F Retirement is a fee-based investment adviser that offers two types of advisory services: Portfolio Management Services and Financial Planning Services. F2F Retirement will begin by providing the Client a free initial consultation.”
- Firm size: 3 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Equity compensation
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
- 445
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, market timing, and educational seminars and workshops
- Assets managed
- $41,432,412
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164005
- Phone
- (435) 224-4888
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $500
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.