The Retirement Solutions Group fees and pricing
Financial planner in Travelers Rest, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, The Retirement Solutions Group charges $200 an hour, a flat or project fee of $2,500-$5,000, and a quarterly fee of $400-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“FINANCIAL CONSULTING RSG charges an hourly fee of $200 per hour for financial consulting based on complexity and unique Client needs.”
- Flat or project fee
- $2,500-$5,000
“ONE-TIME FINANCIAL PLANNING AND CONSULTING Financial planning services are offered for a negotiable fixed fee between $2,500 and $5,000 based on complexity and unique Client needs.”
- Quarterly fee
- $400-$3,000/qtr
“ONGOING FINANCIAL PLANNING Ongoing financial planning services are offered for a quarterly fixed fee between $400 and $3,000 for ongoing financial advice based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Retirement Solutions Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “Fees for financial plans are due upon delivery of the completed plan.”
- “The Client must consent in advance to direct debiting of their investment account.”
How The Retirement Solutions Group’s fees compare
- Its hourly rate of $200 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 spans the South Carolina median of $3,000. 52% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About The Retirement Solutions Group
- Firm size: 3 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Divorce
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
- 1.5% a year
- Clients
- 72
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $38,756,676
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299396
- Phone
- (702) 835-6960
Can advise clients in 3 states: Illinois, Nevada, South Carolina
Other planners in South Carolina that publish fees
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
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.