Firm
Retire With Swan
Northlake, Texas
Fee-only
Facts
| Based in | Northlake, Texas |
|---|---|
| Website | retirewithswan.com |
| [email protected] | |
| Phone | (940) 373-5877 |
Retire With Swan fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,100 a year |
|---|---|
| One-time plan | From $1,000 |
| Hourly | $200 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Individual $9,100" source
"Focused projects range from $1,000 to $20,000 per engagement." source
"Hourly planning ranges from $200 to $500 per hour and is billed in arrears." source
"Individual $9,100" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 19 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 310807 |