Retire Wise, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Consultation Services Financial Planning Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$1,200⁠-⁠$3,000

“Full Financial Plan Financial Planning Services are offered based on a flat fee between $1,200 and $3,000 based on complexity and unique Client needs.”

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

How Retire Wise, LLC bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for consultation services are due upon completion of the meeting/consultation.”

How Retire Wise, LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$3,000 is below the Georgia median of $5,000. 28% of the 152 other Georgia planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lawrenceville that publish a flat or project fee charge less.

About Retire Wise, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

344333

Website

retirewisepro.com (opens in new tab)

Phone

(470) 570-6080

Other planners in Lawrenceville that publish fees

• The Green Group Finance, LLCLawrenceville$300/hr, $1,000⁠-⁠$5,000
• Wakil Wealth Advisory LLCLawrenceville$500⁠-⁠$5,000
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000

Compare all 4 planners in Lawrenceville