Retirement Collaborative LLC fees and pricing
Financial planner in Harrisburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Retirement Collaborative LLC charges $300 an hour, a flat or project fee of $750-$1,500, and an annual fee of $250-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Although specific fees for each service are not listed here, fixed fees shall not exceed $50,000 per quarter and hourly fees will not exceed $300 per hour.”
- Flat or project fee
- $750-$1,500
“Financial Goals Analysis Depending upon the complexity of the financial plan, our fee ranges from $750 to $1,500 to prepare the initial plan.”
- Annual fee
- $250-$500/yr
“For ongoing updates of the financial goals analysis, at least one annual meeting, and access to the wealth management website, our fee will range from $250 - $500 a year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Collaborative LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees for comprehensive or ongoing services are typically billed quarterly in advance.”
- “For one-time targeted services, they will be billed upon completion, or should the service take longer than six-months, billing will be quarterly.”
- “The asset based fee will be payable monthly, quarterly, or annually in advance or in arrears, as stated in the advisory agreement; however, our preference is quarterly, in advance.”
How Retirement Collaborative LLC’s fees compare
- Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$1,500 is below the Pennsylvania median of $3,650. 16% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 2 other planners in Harrisburg that publish a flat or project fee charge less.
- Its annual fee of $250-$500 is below the Pennsylvania median of $6,000. None of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Retirement Collaborative LLC
“We offer a flexible fee structure, whereby clients may select either hourly, fixed fee, and/or an asset-based fee structure.”
- Principal: Stephen G. Hetrick
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2008 (18 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
- 1.5% a year
- Clients
- 178
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $45,020,301
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145733
- Phone
- (717) 395-9380
Other planners in Harrisburg that publish fees
- Conrad Siegel Investment AdvisorsHarrisburg$105-$425/hr, $1,000-$100,000
- Sevenbridge Financial Group, LLCHarrisburg$5,000-$25,000
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.