R.i.t. Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Clients who engage us for stand-alone Fee Based Financial Planning Services are charged a fixed fee of $1,500.”

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

How R.i.t. Wealth Advisors bills

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

• “No payment in advance is accepted or required.”
• “As described above, advisory fees for Ongoing Planning and Investment Services are charged quarterly in advance.”
• “For certain account types, clients will be offered the ability to be billed directly for Ongoing Planning and Investment Services.”

How R.i.t. Wealth Advisors’ fees compare

• Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.

About R.i.t. Wealth Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

262

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$235,361,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339934

Website

ritwealth.com (opens in new tab)

Phone

(949) 340-1701

Can advise clients in 6 states: California, North Dakota, Nevada, Oregon, Texas, Washington

Other planners in San Luis Obispo that publish fees

• Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
• Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000⁠-⁠$20,000/yr
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
• KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo