Retirement Planning Partner LLC
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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
Expertise
Occupation focus
Demographic focus
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
Woodinville WA
Advisors at this office
1
Most active in
California · Illinois · Oregon · Texas · Washington
Also doing business as
Retirement Planning Partner · Retirement Planning Partner LLC · Rpp
Disclosures
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Business activities & affiliations
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.
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