Retirement Solutions LLC fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Retirement Solutions LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Fixed fees range $500 to $5,000 based on the scope and complexity of the services to be provided and the overall relationship with the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
- “Fees and Termination Investment Management Services Retirement Solutions may be compensated for its investment management services in advance of the quarter in which services are rendered.”
How Retirement Solutions LLC’s fees compare
- Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.
About Retirement Solutions LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27,568,657
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287820
- Phone
- (310) 526-3210
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
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.