Strategic Retirement Advisors, LLC fees and pricing

Financial planner in Elk Grove, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 30, 2026, Strategic Retirement Advisors, LLC charges $190 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $190/hr; “The annual fee is generally $450 or an hourly rate of $190 per hour for one-time services.”

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

“Fees are deducted in arrears on a monthly basis for individual client accounts.”
“Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
“Individual accounts terminated during a calendar quarter will be charged a prorated fee.”

Its hourly rate of $190 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
None of the 2 other planners in Elk Grove that publish an hourly rate charge less.

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: 945
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $216,909,859
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 142887
Website: strategicretirementadvisors.net (opens in new tab)
Phone: (916) 248-3619

Can advise clients in 2 states: California, Nevada

Is something on this page wrong or out of date?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.