PlannerFees

The Retirement Planning Center fees and pricing

Financial planner in Bovey, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 3, 2026, The Retirement Planning Center charges $185 an hour and a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$185/hr
“An hourly fee of $185 per hour is charged by The Retirement Planning Center for financial planning services under this arrangement.”
Flat or project fee
$1,500
“The fixed fee charged by The Retirement Planning Center for financial planning services is generally $1,500.”

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

How The Retirement Planning Center bills

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

  • “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
  • “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
  • “When fees are billed in arrears, The Retirement Planning Center will prorate the final fee payment based on the number of days services are provided during the final period.”

How The Retirement Planning Center’s fees compare

  • Its hourly rate of $185 is below the Minnesota median of $263. 12% of the 115 other Minnesota planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About The Retirement Planning Center

“Asset Management Services – The Retirement Planning Center offers asset management services, which involves The Retirement Planning Center providing you with continuous and ongoing supervision over your specified accounts.”
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.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College 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% a year
Clients
13
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$3,243,071
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
296894
Phone
(515) 343-4835

Can advise clients in 2 states: Iowa, Minnesota

Other planners in Minnesota that publish fees

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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.