Retirement Wealth Center Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$350/hr

“Services are offered based on an hourly fee of $75 to $350 per hour.”

Flat or project fee

$500⁠-⁠$3,000

“Services are offered based on a flat fee between $500 and $3,000.”

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

How Retirement Wealth Center Inc bills

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

• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “The client is entitled to a pro rata refund for the days service was not provided in the final quarter.”
• “Client will pay a portion of the fee (typically half) at the signing of the agreement with the balance due upon delivery of the completed plan.”

How Retirement Wealth Center Inc’s fees compare

• Its hourly rate of $75-$350 spans the California median of $300. 15% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.

About Retirement Wealth Center Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning

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

66

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$41,780,997

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288964

Website

retirementwealthcenter.com (opens in new tab)

Phone

(805) 778-9277

Can advise clients in 2 states: California, Nevada

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• ConfideThousand Oaks$200/hr, $3,000⁠-⁠$6,000
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Farrell Financial, Inc.Thousand Oaks$250⁠-⁠$350/hr, $6,450

Compare all 17 planners in Thousand Oaks