PlannerFees

Retirement Planning Specialists, Inc. fees and pricing

Financial planner in Ashland, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Retirement Planning Specialists, Inc. charges $200⁠-⁠$250 an hour and a flat or project fee of $1,000⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$250/hr
“RPS charges hourly fees ranging from $200 to $250/hour or flat fees typically ranging from $1,000 - $2,500 in connection with its provision of Stand-Alone Financial Planning Services.”
Flat or project fee
$1,000⁠-⁠$2,500

From the same sentence as above.

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

How Retirement Planning Specialists, Inc. bills

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

  • “For this reason, we recommend that you advise us in advance of any expected deposits or withdrawals from your account in excess of $10,000.”
  • “In the case of a fixed fee engagement, you will be invoiced the entire flat fee at the time you execute our written advisory agreement.”
  • “Fees for Stand-Alone Financial Planning Services are invoiced at the time of executing our written advisory agreement.”

How Retirement Planning Specialists, Inc.’s fees compare

  • Its hourly rate of $200-$250 is below the Oregon median of $250. 24% of the 123 other Oregon planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$2,500 is below the Oregon median of $4,000. 14% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Retirement Planning Specialists, Inc.

“Our firm offers broad-based financial planning services coupled with ongoing portfolio management services that are tailored to the client’s unique financial circumstances and investor profile.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
556
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$370,590,050
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
139358
Website
retirementplanningspecialists.com (opens in new tab)
Phone
(541) 482-0138

Can advise clients in 9 states: Arizona, California, Colorado, Florida, New Mexico, Nevada, Oregon, Texas, Washington

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