Retirement Advice LLC
Provo, Utah
Retirement Advice LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 65 individual clients, 30 of them high net worth.
- Its average account is about $393,000 (assets it manages divided by its 65 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Provo, Utah |
|---|---|
| Website | earlyretirementadvice.com |
| [email protected] | |
| Phone | (801) 228-0103 |
Questions about Retirement Advice LLC
How much does Retirement Advice LLC charge?
Retirement Advice LLC publishes these prices: one-time plan: from $9,000; asset-based fee: 0.25% to 1.25% a year. We found this on its website, checked October 28, 2026.
How is Retirement Advice LLC paid?
Retirement Advice LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Retirement Advice LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Retirement Advice LLC.
What is the average account at Retirement Advice LLC?
Retirement Advice LLC's average account is about $393,000. That's the assets on its Form ADV divided by its 65 accounts.
What does Retirement Advice LLC specialize in?
Retirement Advice LLC's advisors and website list retirement planning, tax planning and pension planning.
Is Retirement Advice LLC accepting new clients?
Yes, according to Retirement Advice LLC's website, checked October 28, 2026.
Retirement Advice LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $9,000 |
|---|---|
| Asset-based fee | 0.25% to 1.25% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$ 9,000 / plan" source
"1.25% to 0.25% / Year" source
"1.25% to 0.25% / Year" 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 | $26 million |
| Individual clients | 35 |
| High-net-worth clients | 30 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 325031 |