The Retirement Solution LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“TRS may offer eligible clients estate planning coordination services through the Wealth.com platform for a one-time fee of $1,500.”

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

How The Retirement Solution LLC bills

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

• “Fees are paid upon delivery of the specific work product.”
• “These fees may be paid through a direct deduction from your TRS managed investment accounts or through other payment methods as specified in The Retirement Club Agreement such as credit card, debit card, or ACH.”
• “Fees may be paid through direct deduction from a TRS-managed investment account, credit card, debit card, ACH, or another payment method approved by TRS and specified in the client agreement.”

How The Retirement Solution LLC’s fees compare

• Its flat or project fee of $1,500 is below the Washington median of $3,250. 20% of the 103 other Washington planners that publish a flat or project fee charge less.

About The Retirement Solution LLC

• Firm size: 35 employees.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate 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

0.25% a year

Clients

823

Employees

35

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and other services

Assets managed

$699,428,544

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148106

Website

linkedin.com/company/the-retirement-solution (opens in new tab)

Phone

(425) 558-3700

Can advise clients in 28 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Maryland, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington

Other planners in Redmond that publish fees

• Firebrand Wealth Management, LLCRedmond$400/hr
• Krammer FinancialRedmond$50,000/yr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 4 planners in Redmond