Retire With Swan fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Other fixed-fee projects range from $1,000 to $20,000, and hourly services range from $200 to $500 per hour.”

Flat or project fee

$1,000⁠-⁠$20,000

From the same sentence as above.

Annual fee

$9,100/yr

“Retire With Swan | August 2026 | Page 6 of 12 Ongoing Wealth Management The standard annual fee is $9,100 for an individual and $12,150 for a couple or household.”

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

How Retire With Swan bills

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

• “Bridge fees are billed directly and are not deducted from managed accounts.”
• “The fee is not based on client assets and is not negotiable.”
• “With written authorization, RWS can deduct the fee from a managed account; a client can instead pay by invoice.”

How Retire With Swan’s fees compare

• Its hourly rate of $200-$500 spans the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $9,100 is above the Texas median of $6,000. 72% of the 106 other Texas planners that publish an annual fee charge less.

About Retire With Swan

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

3% a year

Clients

19

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$11,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310807

Website

retirewithswan.com (opens in new tab)

Phone

(940) 373-5877

Other planners in Northlake that publish fees

• AuriNorthlake$99/mo
• 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

Compare all 1,092 planners in Texas