Retirement Income Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,500

“Comprehensive Financial Planning Comprehensive Financial Planning is available for a negotiable fixed fee ranging between $1,500 and $5,500.”

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

How Retirement Income Advisory Group LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “Client may cancel at any time before the delivery of the comprehensive financial plan for a full refund.”
• “Client may cancel at any time before the delivery of the project for a full refund.”

How Retirement Income Advisory Group LLC’s fees compare

• Its flat or project fee of $1,500-$5,500 spans the New Jersey median of $5,000. 40% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Retirement Income Advisory Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.25% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

161

Employees

1

Works with

Individuals, high net worth individuals, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$67,393,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286611

Website

retire-usa.com (opens in new tab)

Phone

(732) 455-9990

Can advise clients in 2 states: Florida, New Jersey

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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