Retirement Solutions Investments, Inc. fees and pricing
Financial planner in Provo, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, Retirement Solutions Investments, Inc. charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“FINANCIAL PLANNINGAND CONSULTING FEES Financial Planning Services are offered based on a flat negotiable fee with a maximum fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Solutions Investments, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Outside manager fees are included in the total contracted fee unless otherwise noted and agreed to in advance by client.”
- “The payments are received in two installments: one-half at the commencement of the planning process with the balance due upon delivery of completed plan.”
- “Client may cancel within five (5) business days for a full refund.”
How Retirement Solutions Investments, Inc.’s fees compare
- Its flat or project fee of $2,500 is above the Utah median of $2,050. 57% of the 63 other Utah planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Provo that publish a flat or project fee charge less.
About Retirement Solutions Investments, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.4% a year
- Clients
- 264
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $57,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171199
- Phone
- (801) 465-6990
Other planners in Provo that publish fees
- Chugg Wealth Strategies, LLCProvo$100/hr
- Joseph M. Larsen, C.P.A., P.C.Provo$199/hr
- Portside Wealth Group, LLCProvo$150-$350
- Retirement Advice LLCProvo$300/hr
- Sunset Retirement Advisors LLCProvo$150/hr, $2,500
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.