Masterplan Retirement Consultants fees and pricing

Published fees

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

Hourly rate

$195/hr

“Ad hoc Financial Planning Services are offered based on an hourly fee of $195 per hour.”

Flat or project fee

$750⁠-⁠$10,000

“Comprehensive Financial Planning Services are offered based on a flat fee between $750 and $10,000.”

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

How Masterplan Retirement Consultants bills

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

• “Fees are billed monthly in arrears based on the average daily balance.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

How Masterplan Retirement Consultants’ fees compare

• Its hourly rate of $195 is below the Georgia median of $250. 15% of the 169 other Georgia planners that publish an hourly rate charge less.
• 2 of the 14 other planners in Marietta that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the Georgia median of $5,000. 58% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Marietta that publish a flat or project fee charge less.

About Masterplan Retirement Consultants

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2.15% a year

Employees

6

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

171497

Website

instagram.com/masterplanretire (opens in new tab)

Phone

(770) 980-9262

Can advise clients in 6 states: Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina

Other planners in Marietta that publish fees

• American Financial Advisors, LLC.Marietta$150/hr, $500
• Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000⁠-⁠$15,000
• Brown Capital Advisors, LLCMarietta$2,000⁠-⁠$10,000, $30,000⁠-⁠$75,000/yr
• JPG Wealth ManagementMarietta$250/hr, $1,000⁠-⁠$15,000
• Kenwyck CapitalMarietta$300/hr, $3,000⁠-⁠$4,500
• Lassiter Financial Advisors, LLCMarietta$225/hr

Compare all 28 planners in Marietta