Retirement Income Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$10,000

“RIPL charges a fixed fee between $750 and $10,000 dependent upon the complexity of the Client’s specific situation.”

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

How Retirement Income Planning LLC bills

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

• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
• “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How Retirement Income Planning LLC’s fees compare

• Its flat or project fee of $750-$10,000 spans the Wisconsin median of $3,000. 64% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• 7 of the 11 other planners in Madison that publish a flat or project fee charge less.

About Retirement Income Planning LLC

• Firm size: 6 employees.
• Registered as an adviser: 2024 (2 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

3% a year

Clients

167

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$61,810,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330113

Website

retirementincomeplanningllc.com (opens in new tab)

Phone

(608) 807-1100

Other planners in Madison that publish fees

• Atlatl AdvisersMadison$500/hr, $2,500
• Calculated WealthMadison$400/hr, $4,500⁠-⁠$60,000
• CLF Asset Management, Inc.Madison$195/hr, $1,000⁠-⁠$3,000
• Enrich Financial Partners LLCMadison$300⁠-⁠$750/hr
• Evolution Financial LLCMadison$300/hr, $3,000⁠-⁠$5,000
• Forward Investment Advisors, Inc.Madison$120/hr

Compare all 24 planners in Madison