Retirement Planning Partner LLC fees
Financial planner in Woodinville, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 26, 2026, Retirement Planning Partner LLC (Woodinville, WA) charges a flat or project fee of $3,600 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 26, 2026. Fees can change.
- Flat or project fee
- $3,600
Below the Washington median of $3,750; 47% of the 53 other planners in Washington that publish a flat or project fee charge less. The one other planner in Woodinville charges less.
“Standard Hourly Rate* $320 / Hour *Time is billed in 15-minute increments Comprehensive Retirement Plan Fee** Single individual $3,600; payable in four equal installments Married couple $4,200; payable in four equal installments **Single individual fee estimates 12 hours of work at a rate of $300 per hour; married…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Retirement Planning Partner LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All Comprehensive Retirement Plan fees are negotiable at Retirement Planning Partner LLC's discretion.”
- “Invoices Each time Retirement Planning Partner LLC charges a fee, the Client will receive a written invoice, including the fee, the formula used to calculate the fee, the fee calculation itself, and the time period covered by the fee.”
- “If an installment date falls on a weekend or holiday, the invoice will be issued on the next business day.”
About Retirement Planning Partner LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 26, 2026
- CRD number
- 334572 (opens in new tab)
- Phone
- (425) 310-5688
Registered in 4 states: California, Illinois, Oregon, Washington
Other planners in Woodinville that publish fees
- Folgmann Financial Group LLCWoodinvilleHourly $100-$250/hr
- Helmsman Financial Group, LLCWoodinvilleHourly $200/hr
- On Course Financial PlanningWoodinvilleHourly up to $200/hr
- Sophos Wealth ManagementWoodinvilleHourly $300/hr
- The Road Ahead Wealth Management LLCWoodinvilleHourly $250/hr, Flat $750-$2,000
More planners in Washington that publish fees
- Ruby Pebble Financial Planning LLCSeattleHourly $400/hr, Flat $4,000-$15,000
- Physician Advising LLCNewportHourly $300/hr
- Vega Financial LLCMercer IslandHourly $400/hr
- Kirwin Financial LLCIssaquahHourly $275/hr
- Synergos AdvisorySeattleAnnual $3,000-$12,000/yr
- Quantum Financial Planning LLCLangleyHourly $180/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.