Retirement Wealth Group, Inc fees and pricing
Financial planner in Redlands, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Retirement Wealth Group, Inc charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Clients are billed from $150 to $300 per hour based on the range and complexity of the services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirement Wealth Group, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
- “Follow-on implementation work is billed separately at the rate of $150-$300 per hour.”
- “Clients will have a period of five (5) business days from the date of signing an advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees.”
How Retirement Wealth Group, Inc’s fees compare
- Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
- None of the 2 other planners in Redlands that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Retirement Wealth Group, Inc
“The Adviser provides financial planning and consulting services consistent with a client’s financial and tax status, in addition to their risk tolerance and investment objectives.”
- Principal: Jennifer Turner
- Firm size: 2 employees.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149878
- Phone
- (909) 335-1228
Other planners in Redlands that publish fees
- Diligent Investors, LLCRedlands$250/hr, $5,000
- Money Strategies, Inc.Redlands$5,000-$245,000
- Pakha Investment AdvisoryRedlands$300/hr, $250-$1,450
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.