Transform Retirement fees and pricing
Financial planner in De Pere, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Transform Retirement charges an annual fee of $900-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $900-$2,000/yr
“The flat fees generally range from $900 to $2,000 annually, but may fall outside this range depending on the scope and complexity of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Transform Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed only for the services elected in our agreement.”
- “Transform Retirement generally bills in arrears but may bill up to 3 months in advance.”
- “When fees are collected in advance, client may request a refund for any unearned portion of the fee collected if services are discontinued. 5 All fees are due within 30 days of the invoice date.”
How Transform Retirement’s fees compare
- Its annual fee of $900-$2,000 is below the Wisconsin median of $5,000. 12% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Transform Retirement
“Types of Services Services to Employer Sponsored Retirement Plans Businesses may engage Transform Retirement to provide a wide range of services for their employer-sponsored retirement plan and employees, on a one-time or ongoing basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Social Security
- Cash flow and budgeting
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
- 41
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $17,653,079
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317252
- Phone
- (920) 217-5398
Other planners in De Pere that publish fees
- Verus Wealth ManagementDe Pere$4,000-$10,000, $6,000/yr
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
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.