Retirement Planning Partner LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, including those within ten years of retirement and clients already in retirement. Services include hourly retirement planning engagements, written comprehensive retirement plans, and ongoing membership options that provide periodic review meetings and access to the firm's retirement planning software.
The firm’s investment guidance emphasizes strategic asset allocation and a preference for passive vehicles—primarily ETFs, mutual funds, fixed-income securities, and annuities—while selectively recommending active strategies when appropriate; its methods of analysis include modern portfolio theory, fundamental and technical approaches. Advice is provided on a non‑discretionary basis, and implementation support or consultations with outside professionals (attorneys, accountants, insurance specialists) are arranged and billed in line with the firm’s planning model.
Notable differences from many firms in the investment manager category are that RPP does not manage or custody client assets, does not charge percentage‑of‑assets or performance‑based fees, and instead relies on an hourly fee structure supplemented by tiered annual membership plans (Platinum, Gold, Silver) for ongoing service. The practice is operated by a sole principal who holds the Retirement Income Certified Professional (RICP) designation, and the brochure discloses no third‑party commissions or industry affiliations.
Client services
Financial planning
Retirement planning
Expertise
General retirement planning
Retirement income strategy
Social Security optimization
Medicare planning
Roth conversion strategy
Occupation focus
Retired
Demographic focus
Approaching retirement
Fee options
Comprehensive Retirement Plan Fee: $1,833 for single individual, $2,400 for married couple; Platinum Annual Membership: $1,125 per year; Gold Annual Membership: $780 per year; Silver Annual Membership: $254 per year
Standard Hourly Rate: $150 per hour
Fee-only: Standard Hourly Rate: $150/hour; Comprehensive Retirement Plan Fee: $1,833 for single individual, $2,400 for married couple; Platinum Annual Membership: $1,125 per year; Gold Annual Membership: $780 per year; Silver Annual Membership: $254 per year
Main office location
Retirement Planning Partner LLC
Woodinville WA, United States
Number of offices
2
Most active in
Retirement Planning Partner LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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