Retirement Planners, Inc. fees and pricing
Financial planner in Oak Brook, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Retirement Planners, Inc. charges a flat or project fee of $250-$1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$1,200
“Registrant’s planning and consulting fees are negotiable, but generally range from $250 to $1,200 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Planners, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Registrant does not deduct its fees from client assets, but invoices the client directly.”
- “Payment is due upon receipt of Registrant’s invoice.”
- “Registrant shall invoice clients according to the terms of the applicable form of client agreement.”
How Retirement Planners, Inc.’s fees compare
- Its flat or project fee of $250-$1,200 is below the Illinois median of $4,500. 6% of the 175 other Illinois planners that publish a flat or project fee charge less.
- None of the 5 other planners in Oak Brook 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 Planners, Inc.
“Prior to engaging the Registrant to provide financial planning services, the client will be required to enter into a Financial Planning Agreement with Registrant setting forth the terms and conditions of the engagement, and describing the scope of the services to be provided.”
- Firm size: 5 employees.
- Registered as an adviser: 1993 (33 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 5
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123441
- Phone
- (630) 495-9700
Other planners in Oak Brook that publish fees
- Crescendo Financial Planners Inc.Oak Brook$2,640-$4,320, $3,300-$20,000/yr
- Defined Capital LLCOak Brook$250/hr, $1,000-$2,500
- Dillow Wealth Management LLCOak Brook$10,000-$100,000
- Geiger Wealth ManagementOak Brook$200/hr
- Stonebridge Wealth Management LLCOak Brook$500/hr, $1,500-$10,000
- Watershed Private WealthOak Brook$1,000-$10,000
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.