Retire Right Planning, LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 17, 2026, Retire Right Planning, LLC charges $100 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“For the firm’s hourly financial planning services, it charges $100 per hour.”
- Flat or project fee
- $1,200
“Retire Right Planning charges a flat fee of $1,200 for its financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retire Right Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and due upon signing the financial planning agreement.”
- “After five (5) business days if a client cancels, any prepaid fees will be refunded on a prorated basis based upon the percentage of work completed on the financial plan.”
- “The fee is negotiable and due upon signing the financial review agreement.”
How Retire Right Planning, LLC’s fees compare
- Its hourly rate of $100 is below the Colorado median of $300. 1% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 42 other planners in Denver that publish an hourly rate charge less.
- Its flat or project fee of $1,200 is below the Colorado median of $5,250. 8% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 3 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Retire Right Planning, LLC
“Retire Right Planning offers hourly financial planning services. With this service the firm provides clients with financial advice in exchange for an hourly fee.”
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
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
- 1.1% a year
- Clients
- 31
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $13,153,225
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165272
- Phone
- (720) 515-1066
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.