Retirement Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fixed fee can range between $500 and $6,000 and is based on projected time to be spent on the project (at an hourly rate of $250).”

Flat or project fee

$500⁠-⁠$6,000

From the same sentence as above.

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

How Retirement Strategies bills

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

• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work; however, SW will not bill an amount above $500.00 more than 6 months or more in advance.”
• “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How Retirement Strategies’ fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$6,000 spans the Washington median of $3,250. 50% of the 103 other Washington planners that publish a flat or project fee charge less.

About Retirement Strategies

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Insurance analysis

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

1.65% a year

Minimum

No minimum stated in brochure

Clients

58

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$6,752,951

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313446

Website

damongeorge.net (opens in new tab)

Phone

(360) 577-7888

Other planners in Washington that publish fees

• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800
• Aksum Wealth, LLCLynnwood$150/hr

Compare all 370 planners in Washington