Retire Ready Inc fees
Financial planner in Olympia Fields, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Retire Ready Inc (Olympia Fields, IL) charges a flat or project fee of $2,000-$3,500 and a monthly fee of $225-$350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Flat or project fee
- $2,000-
$3,500 “Fixed fee rates range from $2,000 to $3,500.”
- Monthly fee
- $225-
$350/mo “The fee for our comprehensive planning package consists of an upfront $2,000 $4,500 per plan and an on-going annual fee (pro-rated & billed in advance monthly) ranging from $225 to $350 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
How Retire Ready Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “To initiate an engagement, we require a deposit of one half the estimated fee, the remaining fee is due upon delivery of the plan or investment advice.”
- “Customized debt management program We offer our full comprehensive financial planning package on a fixed fee basis plus an on-going annual fee (pro-rated & billed monthly) based on the client’s income & complexity of the engagement.”
- “Clients who wish to terminate within the initial 12month period will be billed on an ala carte basis for the services rendered.”
How these fees compare
- Its flat or project fee of $2,000 to $3,500 is below the Illinois median of $4,650. 24% of the 79 other planners in Illinois that publish a flat or project fee charge less.
About Retire Ready Inc
“Our firm provides a broad range of financial planning to individuals and families. Our primary focus is to provide financial planning services, which includes cash flow and budgeting, retirement planning, investment planning, debt repayment, risk management, tax planning and estate planning.”
- Principal: Renee Collins
- Solo practice: Form ADV reports one employee.
- Founded: 2016 (10 years).
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 314635 (opens in new tab)
- Phone
- (708) 522-6688
More planners in Illinois that publish fees
- Diyfi Advisors LLCChicago$250/hr
- Whisper Wealth BuildersOak Lawn$125/mo
- Regal Oak Financial, LLCFrankfort$150/hr, $75/mo
- ALO Financial PlanningMount Prospect$3,000
- HG Wealth Management, LLCChicago$250/hr, $1,000-$10,000/yr
- Zimmerman Wealth Management, LLCEvanston$95-$600/hr, $8,500-$20,000
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.