PlannerFees

Retiresmart Consulting, LLC. fees and pricing

Financial planner in Princeton, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 11, 2026, Retiresmart Consulting, LLC. charges $100⁠-⁠$400 an hour and a flat or project fee of $8,000 for financial planning.

Published fees

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

Hourly rate
$100⁠-⁠$400/hr
“Registrant may also provide individuals or entities with a broad range of financial planning and /or consulting services(including investment & non investment related matters).Unless these services are offered as part of the financial planning option, the Registrant, may in its discretion, also provide hourly…”
Flat or project fee
$8,000
“Initial Planning $8000 when contract signed ,provided all data received within a short period.”

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

How Retiresmart Consulting, LLC.’s fees compare

  • Its hourly rate of $100-$400 spans the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
  • 2 of the 9 other planners in Princeton that publish an hourly rate charge less.
  • Its flat or project fee of $8,000 is above the New Jersey median of $5,000. 70% of the 168 other New Jersey planners that publish a flat or project fee charge less.
  • 3 of the 9 other planners in Princeton that publish a flat or project fee charge less.

About Retiresmart Consulting, LLC.

“Once IPS is completed, clients can engage the Registrant to provide discretionary or non discretionary investment advisory services either stand alone or in addition to financial planning option.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Registered as an adviser: 2008 (18 years).

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
Minimum
$1,000,000 in assets (stated in brochure)
Clients
17
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$52,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
147693
Website
retiresmartconsulting.com (opens in new tab)
Phone
(609) 955-3456

Other planners in Princeton that publish fees

Compare all 19 planners in Princeton

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