The Retirement Specialist of Central Ohio fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“This refund is determined by the amount of time worked multiplied by $200.00 per hour.”

Flat or project fee

$500⁠-⁠$3,500

“The fixed fee can range between $500.00 and $3,500.00.”

Monthly fee

$94/mo

“The fee for the software platform is $94.00 per month.”

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

How The Retirement Specialist of Central Ohio bills

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

• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “If a fixed fee program is chosen, the fee is due upon execution of the financial planning agreement, however, Adviser will not bill an amount above $500.00 more than 6 months in advance.”
• “If the client terminates the agreement before the delivery of the financial plan, then the client will receive a refund of any unearned, prepaid fees.”

How The Retirement Specialist of Central Ohio’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 spans the Ohio median of $3,250. 29% of the 199 other Ohio planners that publish a flat or project fee charge less.

About The Retirement Specialist of Central Ohio

• Principal: Colby Cantrell
• Firm size: 3 employees.
• Registered as an adviser: 2015 (11 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

Clients

115

Employees

3

Works with

Individuals

Services reported to regulators

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

Assets managed

$18,824,114

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

173810

Website

maxretirementincome.com (opens in new tab)

Phone

(740) 345-0055

Can advise clients in 2 states: Ohio, Tennessee

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio