Firm
Retirement Roadmap Financial Planning
San Diego, California
Fee-only
Retirement Roadmap Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 37 of them high net worth.
- Its average account is about $657,000 (assets it manages divided by its 99 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | retirementroadmapfinancialplanning.com |
| [email protected] | |
| Phone | (667) 671-5886 |
Retirement Roadmap Financial Planning 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$10,000/year" source
"What our $10,000/year flat-fee engagement covers" source
"Ongoing retirement planning, built around taxes" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 4 |
| High-net-worth clients | 37 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 323469 |