Golden Reserve Retirement, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,500⁠-⁠$15,000/yr

“Based on the suite of services provided, the negotiated fixed rate for portfolio management and financial planning will vary between $5,500 and $15,000 per year.”

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

How Golden Reserve Retirement, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of Golden Reserve's fees within five (5) business days of signing the investment advisory contract.”
• “The initial planning fee is immediately earned, due and payable upon becoming a Client for financial planning services already provided.”
• “After the initial twelve-month period, a reoccurring annual planning and management fee is charged quarterly in advance.”

How Golden Reserve Retirement, LLC’s fees compare

• Its annual fee of $5,500-$15,000 is above the Ohio median of $5,000. 70% of the 79 other Ohio planners that publish an annual fee charge less.
• 3 of the 4 other planners in Dublin that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Golden Reserve Retirement, LLC

• Firm size: 45 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

2,008

Employees

45

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$544,286,481

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283588

Website

youtube.com/@FireYourFInancialAdvisor (opens in new tab)

Phone

(855) 456-4777

Can advise clients in 29 states: Alabama, Arizona, California, District of Columbia, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wyoming

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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