Chris Maggio
Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions.
Retirement Planning Partner LLC · Seattle, Washington
Chris Maggio is a fee-only financial advisor at Retirement Planning Partner LLC in Seattle, Washington, who holds the RICP credential. Chris charges a one-time planning fee (one-time plans from $3,600) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Early-career professionals
About
Chris Maggio has worked as a stockbroker, small business owner and teacher, always around finance, investing and helping others. She went on to focus on retirement planning, earned the Retirement Income Certified Professional (RICP) designation, and after years of managing investments started her practice to meet the need for dedicated retirement advisors.
Chris treats clients as active participants. She shares knowledge, explains pros and cons and explores creative solutions, but clients make the decisions. New clients pay a project-based flat fee, existing clients can choose an annual membership or hourly rates, and there is no percentage-of-assets fee and no long-term commitment.
Originally from the Northeast, Chris now lives in the Pacific Northwest. As a mom of two working young adults, she knows retirement planning is an ongoing conversation that shifts as life unfolds, and she helps clients move from a retirement number to a personalized plan that adapts.
Facts
| Firm | Retirement Planning Partner LLC |
|---|---|
| Based in | Seattle, Washington |
| Fee model | One-time planning fee |
| Fees (Advice-Only Network profile) | One-time plans from $3,600 |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | RICP |
| SEC registration | Investment adviser representative in CA, IL, OR, WA · CRD 2692308 |
| Exams passed | Series 65 (2024) · Series 63 (1995) · Series 7 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirementplanningpartner.com |
How Chris's firm compares
- A one-time plan starts at $3,600, above the Washington median of $3,000 for fee-only firms that publish prices.
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Tell Chris a little about what you're looking for. Chris isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chris
Is Chris Maggio a fee-only financial advisor?
Yes. Chris Maggio is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a one-time planning fee.
Does Chris work with clients virtually?
Yes. Chris's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Chris Maggio based?
Chris Maggio is based in Seattle, Washington.
What does Chris specialize in?
Chris's specialties include retirement planning, tax planning and estate & legacy planning. Chris works with pre-retirees, retirees and early-career professionals.
What credentials does Chris Maggio hold?
Chris Maggio holds the RICP credential.
Is Chris Maggio registered with the SEC?
Yes. Chris Maggio is registered as an investment adviser representative in CA, IL, OR and WA (CRD 2692308), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Chris Maggio?
Through Chris's website, www.retirementplanningpartner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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