Third Act Retirement Planning, Inc. fees and pricing
Financial planner in Marietta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 30, 2024, Third Act Retirement Planning, Inc. charges $350 an hour and a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 30, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $3,500-$10,000
“Our flat fees range from $3500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Third Act Retirement Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Form ADV Part 2A, Item 5 Please refer to the “Advisory Business” section in this Brochure for information on our advisory fees, fee payment arrangements, and refund policy according to each service we offer.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
How Third Act Retirement Planning, Inc.’s fees compare
- Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
- 10 of the 14 other planners in Marietta that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the Georgia median of $5,000. 73% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in Marietta that publish a flat or project fee charge less.
About Third Act Retirement Planning, Inc.
“We offer broad-based, modular, and consultative financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 2 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- Clients
- 50
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $30,409,148
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 122785
- Phone
- (770) 971-2888
Other planners in Marietta that publish fees
- American Financial Advisors, LLC.Marietta$150/hr, $500
- Boskia Wealth Management & Advisory Services, L.L.C.Marietta$425/hr, $10,000-$15,000
- Brown Capital Advisors, LLCMarietta$2,000-$10,000, $30,000-$75,000/yr
- JPG Wealth ManagementMarietta$250/hr, $1,000-$15,000
- Kenwyck CapitalMarietta$300/hr, $3,000-$4,500
- Lassiter Financial Advisors, LLCMarietta$225/hr
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.