Retirement Consulting Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$1,500

“We typically charge annual fixed fees for financial planning and consulting services ranging from $750 - $1,500.”

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

How Retirement Consulting Group, Inc. bills

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

• “All fees are negotiable and individual clients may pay fees that are higher or lower (or otherwise materially different) than those described in this firm brochure.”
• “Unless otherwise agreed, fixed fees for financial planning and consulting services are typically invoiced to the client in arrears, in equal quarterly or monthly installments, and are payable by the client within thirty (30) days of invoicing.”
• “Any earned but unpaid fees are due upon delivery of the written financial plan or report to the client.”

How Retirement Consulting Group, Inc.’s fees compare

• Its flat or project fee of $750-$1,500 is below the Oregon median of $4,000. 9% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Retirement Consulting Group, Inc.

• Firm size: 4 employees.
• Founded: 1997 (29 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

73

Employees

4

Works with

Individuals, high net worth individuals, banks, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$456,974,867

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311184

Website

retirementconsulting.com (opens in new tab)

Phone

(503) 225-1700

Can advise clients in 5 states: Idaho, Oregon, Texas, Utah, Washington

Other planners in Lake Oswego that publish fees

• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
• Foster & Wood, Inc.Lake Oswego$4,000⁠-⁠$100,000
• Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000⁠-⁠$5,000

Compare all 26 planners in Lake Oswego