Retirement Portfolios, LLC fees and pricing
Financial planner in Lawrence, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Retirement Portfolios, LLC charges a flat or project fee of $500-$10,000 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.
- Flat or project fee
- $500-$10,000
“The negotiable flat fee ranges from $500 to $10,000 per plan, depending on the complexity of a client's financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Portfolios, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Any unused portion of fees collected in advance will be refunded.”
- “Half the fee is due in advance, the rest upon presentation of the plan.”
- “When it does so, the fee is up to $100 and is usually paid in advance, customarily through an online portal.”
How Retirement Portfolios, LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the Kansas median of $3,500. 63% of the 43 other Kansas planners that publish a flat or project fee charge less.
About Retirement Portfolios, LLC
“Financial planning and consulting will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Principal: Ryan Shumaker
- Firm size: 2 employees.
- Founded: 2024 (2 years).
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
- 1.6% a year
- Clients
- 245
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, market timing, and educational seminars and workshops
- Assets managed
- $290,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330289
- Phone
- (785) 330-9292
Other planners in Lawrence that publish fees
- Kaylin Dillon Financial PlanningLawrence$350/hr, $8,400
- Mattern Wealth Management LLCLawrence$300/hr
- The Perspective GroupLawrence$250-$325/hr, $5,000/yr
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
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.