Retirement Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“The fee will be determined based on the complexity of the financial plan at a rate of $100 an hour.”

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

How Retirement Planners bills

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

• “Fees are paid “in arrears'' after the financial planning contract is given, or after the consultation.”

How Retirement Planners’ fees compare

• Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in El Segundo that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Retirement Planners

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

2

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Assets managed

$290,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134656

Phone

(424) 571-2532

Other planners in El Segundo that publish fees

• Casita Financial PlanningEl Segundo$300/hr, $500
• Goldberg Financial Advisors, LLCEl Segundo$500/hr, $5,000/yr
• Regatta Capital Group, LLCEl Segundo$50⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• The Wealthgarden F.s. LLCEl Segundo$350/hr
• X and Y Advisors, Inc.El Segundo$250/hr, $500⁠-⁠$10,000

Compare all 10 planners in El Segundo