Retirement Matters, Inc. fees and pricing
Financial planner in Barrington, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Retirement Matters, Inc. charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“A Financial Plan is a fully comprehensive financial plan priced at $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Matters, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Part-month fees will be prorated base on the remaining days in the reporting period when the firm services the account.”
- “Our firm may discount our published fees, but they are not negotiable.”
- “Fees will be billed quarterly in arrears from client accounts.”
How Retirement Matters, Inc.’s fees compare
- Its flat or project fee of $5,000 is above the Illinois median of $4,500. 53% of the 175 other Illinois planners that publish a flat or project fee charge less.
- None of the 2 other planners in Barrington that publish a flat or project fee charge less.
About Retirement Matters, Inc.
- Principal: Dave Grant
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 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
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $25,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167152
- Phone
- (847) 558-6991
Other planners in Barrington that publish fees
- Illuminate Wealth ManagementBarrington$2,400-$10,000
- Sequoia Wealth Management, LLCBarrington$500/hr, $500-$25,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.