Retirement Resources, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Most commonly, consulting services will be available and bundled with our Asset Management Services resulting in no additional cost for ongoing financial planning services for those that are also ongoing management clients. 7 Retirement Resources, LLC Disclosure Brochure For people that are not Asset Management…”

Annual fee

$500/yr

“A retainer of $500 is due at the time the client agreement is signed, with the remainder due at the time the plan is presented to you.”

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

How Retirement Resources, LLC bills

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

• “Fees can be paid by personal check, credit card billing or preauthorized payment from a designated account.”
• “The fee is negotiable based on the actual services requested and the complexity of your situation.”
• “You are charged a prorated fee for the time expended to the date of termination, based on the percentage of the requested plan completed prior to termination becoming effective.”

How Retirement Resources, LLC’s fees compare

• Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
• None of the 3 other planners in Auburn Hills that publish an hourly rate charge less.
• Its annual fee of $500 is below the Michigan median of $6,000. None of the 37 other Michigan planners that publish an annual fee charge less.

About Retirement Resources, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2018 (8 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% a year

Minimum

$1,500 minimum fee (stated in brochure)

Clients

391

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$166,148,900

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151889

Website

theretirementresourcegroup.org (opens in new tab)

Phone

(877) 732-5751

Other planners in Auburn Hills that publish fees

• Melone Private Wealth, LLCAuburn Hills$250⁠-⁠$400/hr, $2,000⁠-⁠$20,000/yr
• New View Financial, LLCAuburn Hills$300/hr
• Team Covert, LLCAuburn Hills$100⁠-⁠$500/hr, $1,200⁠-⁠$12,000
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500

Compare all 4 planners in Auburn Hills