Retirepath Wealth, LLC fees and pricing
Financial planner in Little Rock, Arkansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 31, 2026, Retirepath Wealth, LLC charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“AND CONSULTING RetirePath Wealth charges fixed fee of $500 to $3,000 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Retirepath Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial plans are due upon delivery of the completed plan.”
How Retirepath Wealth, LLC’s fees compare
- Its flat or project fee of $500-$3,000 is below the Arkansas median of $3,600. 30% of the 23 other Arkansas planners that publish a flat or project fee charge less.
- 1 of the 7 other planners in Little Rock that publish a flat or project fee charge less.
About Retirepath Wealth, LLC
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 516
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $109,738,269
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324109
- Phone
- (501) 904-5858
Other planners in Little Rock that publish fees
- Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250-$2,500
- Brown Capital Management, LLCLittle Rock$200/hr
- Caprock Wealth ManagementLittle Rock$350/hr, $2,500-$30,000
- Clientfirst Wealth Management, LLCLittle Rock$4,800/yr
- Corkern & Co., Inc.Little Rock$275/hr
- Daniel Financial Group, Inc.Little Rock$150/hr
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.