QTS Retirement Services LLC fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, QTS Retirement Services LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“AND CONSULTING QTS charges a fixed fee of $500 to $5,000 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How QTS Retirement Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
- “Client may elect to be billed directly or have fees deducted from Plan Assets.”
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
How QTS Retirement Services LLC’s fees compare
- Its flat or project fee of $500-$5,000 is below the Nevada median of $5,000. 28% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 8 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About QTS Retirement Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $58,967,082
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333799
- Phone
- (800) 586-0549
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.