Retirement Income Strategies, LLC fees and pricing

Published fees

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

Hourly rate

$350/hr

“We charge either a $350/hour rate or a fixed fee within the range of $1500 3|Page $10,000 which is mutually agreed to in advance and detailed in the Financial Planning Agreement.”

Flat or project fee

$1,500

From the same sentence as above.

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

How Retirement Income Strategies, LLC bills

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

• “Typically, you must pay our advisory fees in arrears of receiving our services.”
• “Should you terminate the advisory agreement we have entered into within five (5) business days from the date the agreement is executed, you will receive a full refund of any fees paid.”
• “The amount you will be invoiced is calculated by determining the average daily balance of the assets up to the date of termination and multiplying by the advisory fee (%) and dividing by 12.”

How Retirement Income Strategies, LLC’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Wisconsin median of $3,000. 18% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Retirement Income Strategies, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

339

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$159,021,823

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318052

Website

ri-strategies.com (opens in new tab)

Phone

(608) 208-1800

Can advise clients in 4 states: Florida, Illinois, Wisconsin, West Virginia

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

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