Measured Risk Portfolios fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge an hourly fee of $250 for financial consulting services and payable as invoiced.”

Flat or project fee

$2,500

“Our fixed fee is generally $2500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Measured Risk Portfolios bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and billing methods will vary depending upon the type of strategy employed and underlying securities held within a particular strategy in accordance with the following: a.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days the account was open during the calendar quarter.”
• “Fees are negotiable and although MRPI believes its pension consulting fees are competitive, clients should be aware that lower fees for comparable services may be available from other sources.”

How Measured Risk Portfolios’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 16 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Measured Risk Portfolios

• Firm size: 13 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

793

Employees

13

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and other services

Assets managed

$597,205,588

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141422

Website

kingsroadinc.com (opens in new tab)

Phone

(858) 935-1125

Can advise clients in 22 states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Missouri, North Carolina, New Mexico, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
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