Retirement Strategies, LTD. fees and pricing
Financial planner in Dublin, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Retirement Strategies, LTD. charges $150-$300 an hour, a flat or project fee of $750-$5,000, and an annual fee of $250-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Our Wealth Builder Plan Service is billed at a flat rate that ranges from $350 - $500 or an hourly fee that ranges from $150 to $300.”
- Flat or project fee
- $750-$5,000
“For our comprehensive financial planning and financial consulting services, clients are charged a flat fee that generally ranges from $750 to $5,000.”
- Annual fee
- $250-$2,500/yr
“Annual fees generally range from $250 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Strategies, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees will be invoiced directly to the client if not deducted from a specified advisory account.”
- “Otherwise, invoiced fees are due within 15 days of receipt.”
- “Otherwise, fees will be invoiced directly, where invoices are due within 15 days of signing an agreement with our firm.”
How Retirement Strategies, LTD.’s fees compare
- Its hourly rate of $150-$300 spans the Ohio median of $250. 36% of the 219 other Ohio planners that publish an hourly rate charge less.
- 3 of the 12 other planners in Dublin that publish an hourly rate charge less.
- Its flat or project fee of $750-$5,000 spans the Ohio median of $3,250. 42% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 5 of the 14 other planners in Dublin that publish a flat or project fee charge less.
- Its annual fee of $250-$2,500 is below the Ohio median of $5,000. 14% of the 79 other Ohio planners that publish an annual fee charge less.
- None of the 4 other planners in Dublin that publish an annual fee charge less.
About Retirement Strategies, LTD.
“Retirement Strategies, LTD is dedicated to providing our clients with a wide array of investment advisory services. Comprehensive Portfolio Management Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 10 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 1.2% a year
- Clients
- 412
- Employees
- 10
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $272,729,463
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 163701
- Phone
- (614) 799-8668
Can advise clients in 7 states: California, Florida, Louisiana, North Carolina, Ohio, Texas, Virginia
Other planners in Dublin that publish fees
- Access Wealth Group, LLCDublin$150-$400/hr
- Advocate Wealth SolutionsDublin$300-$3,000/hr
- Alaminos Wealth PlanningDublin$4,800/yr
- Ard Advisory Services, LLCDublin$180-$286/hr, $500-$3,000
- Bullrock Capital, LLCDublin$500-$2,500
- Capstone Wealth PartnersDublin$1,500
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.