Retire Lab LLC fees and pricing
Financial planner in Natalia, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Retire Lab LLC charges a flat or project fee of $750-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$15,000
“The fixed fee can range from $750 to $15,000 and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retire Lab LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless otherwise specified in the IMA, fees are billed monthly in advance, based on the daily average account value of the client’s account(s) during the prior month.”
- “Fees billed in advance are based on the prior month’s daily average account value and are not retroactively adjusted for subsequent market fluctuations.”
- “Accordingly, the client is charged $145.83 in advance for advisory services provided during April.”
How Retire Lab LLC’s fees compare
- Its flat or project fee of $750-$15,000 spans the Texas median of $3,850. 76% of the 401 other Texas planners that publish a flat or project fee charge less.
About Retire Lab LLC
“Our mission is to bring transparency, education, and strategic insight to the retirement decisions that affect teachers, public employees, and retirees. We help our clients untangle the confusion around pensions, annuities, and financial planning, providing them with clarity and confidence for their future.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 2.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340070
- Phone
- (866) 637-8522
Can advise clients in 2 states: California, Texas
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
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.