Retirement Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Financial Planning and Consulting Services fees will be charged in one of two ways: 1. as a fixed fee, typically ranging from $1,500 - $5,000, depending on the nature and complexity of each client's circumstances; or 2. on an hourly basis fees typically range between $150-$350 per hour depending on the personnel…”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

Annual fee

$2,000/yr

“RWM, LLC requires a minimum total annual fee of $2000 for Pension Consulting Services.”

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

How Retirement Wealth Management, LLC bills

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

• “Our advisory fee is negotiable depending on individual client circumstances.”
• “Plan sponsors will be invoiced in arrears at the beginning of each calendar quarter based upon the average month-end value of the plan assets at the end of each month in the previous period.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Retirement Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$350 spans the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the Georgia median of $5,000. 38% of the 152 other Georgia planners that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Georgia median of $5,438. 15% of the 47 other Georgia planners that publish an annual fee charge less.

About Retirement Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

1.5% a year

Minimum

$1,500 minimum fee (stated in brochure)

Employees

2

Services reported to regulators

Financial planning, pension consulting, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147968

Website

rwmassets.com (opens in new tab)

Phone

(770) 217-2521

Can advise clients in 2 states: Florida, Georgia

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia