Retirement Advice LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

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

How Retirement Advice LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Retirement Advice LLC typically collects a portion of the fee in advance, with the remainder due upon completion of the engagement, unless an alternate arrangement is agreed to by the firm and the client.”
• “Retirement Advice LLC will not bill an amount above $500 more than 6 months or more in advance of rendering the services.”

How Retirement Advice LLC’s fees compare

• Its hourly rate of $300 is above the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Provo that publish an hourly rate charge less.

About Retirement Advice LLC

• Principal: Mark Whitaker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$25,525,382

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325031

Website

youtube.com/@earlyretirementadvisor/featured (opens in new tab)

Phone

(801) 228-0103

Can advise clients in 2 states: Hawaii, Utah

Other planners in Provo that publish fees

• Chugg Wealth Strategies, LLCProvo$100/hr
• Joseph M. Larsen, C.P.A., P.C.Provo$199/hr
• Portside Wealth Group, LLCProvo$150⁠-⁠$350
• Retirement Solutions Investments, Inc.Provo$2,500
• Sunset Retirement Advisors LLCProvo$150/hr, $2,500

Compare all 9 planners in Provo