Firm
Retirement Solutions
Los Angeles, California
Fee-only
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | retirementsolutions.net |
| Phone | (310) 526-3210 |
Retirement Solutions 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.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"will begin at $1,000 and increase based upon the complexity of the situation" source
"Up to $1,000,000 1.00%" source
"Minimum assets to be managed is $500,000" source
"will begin at $1,000 and increase based upon the complexity of the situation" 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 | $28 million |
| Individual clients | 26 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 287820 |