Retirement Income and Inheritance Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“The hourly fee for advisory services is $225, with partial hour billing in increments of $112.50 per half hour.”

Flat or project fee

$225⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the minimum rate for creating client financial plans is between $225 and $10,000.”

Quarterly fee

$225/qtr

“The applicable fee for Investment Supervision and Financial Planning Maintenance Services under the Investment Services Agreement will begin at $225 per quarter (higher amounts may be charged according to the complexities and requirements of a given individual’s circumstances and will be at the sole discretion of…”

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

How Retirement Income and Inheritance Advisors, LLC bills

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

• “Mid-quarter agreements will be prorated to the end of the current quarter.”
• “Additional fees, if any, will be separately invoiced and are negotiable; the final fee schedule will be attached as Exhibit II of the Advisory Services Agreement.”
• “Refunds will be given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How Retirement Income and Inheritance Advisors, LLC’s fees compare

• Its hourly rate of $225 is below the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
• 10 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $225-$10,000 spans the Arizona median of $3,100. 65% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 30 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Retirement Income and Inheritance Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Clients

100

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149560

Website

1nowebsite (opens in new tab)

Phone

(480) 556-7033

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

Compare all 121 planners in Scottsdale