Retirement Planning Services fees and pricing
Financial planner in Knoxville, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Retirement Planning Services charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Planning fees are negotiated at the discretion of your Advisory Representative and are either fixed or based on a maximum hourly rate of $500 /hour for Advisory Representatives’ time and $100 for clerical services time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Planning Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is payable at the presentation of the financial plan or as invoiced by RPS.”
- “Fees for this service are paid quarterly in arrears.”
- “The fee is calculated based upon the average daily value of your account computed and payable in arrears during the preceding month or quarter.”
How Retirement Planning Services’ fees compare
- Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 11 of the 12 other planners in Knoxville that publish an hourly rate charge less.
About Retirement Planning Services
“We gather additional financial information and history from you about your retirement goals, investment horizon, cash flow needs, education spending plans, savings tendencies, and other applicable financial information to provide the planning services you request.”
- Firm size: 6 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 248
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $245,979,415
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289847
- Phone
- (865) 220-9311
Can advise clients in 5 states: Alabama, Florida, Georgia, Tennessee, Texas
Other planners in Knoxville that publish fees
- CogentblueKnoxville$10,000-$20,000/yr
- Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
- Insight Strategic Wealth LLCKnoxville$275/hr
- Kinetic WealthKnoxville$300/hr
- Knox Wealth Partners AdvisoryKnoxville$100-$350/hr, $250-$10,000
- Marsh Wealth Management, LLCKnoxville$450-$4,000, $125/mo
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.