R & R Wealth Strategies, LLC fees and pricing
Financial planner in Ridgefield, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, R & R Wealth Strategies, LLC charges $400 an hour and a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“On an hourly basis calculated on a charge of $400 per hour.”
- Flat or project fee
- $5,000-$15,000
“As a fixed fee, typically ranging from $5,000 to $15,000, depending on the nature and complexity of each client's circumstances. 3 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How R & R Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiable R & R Wealth Strategies retains the right to modify fees on a client-by-client basis based on the size, complexity and nature of the advisory services provided.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How R & R Wealth Strategies, LLC’s fees compare
- Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Ridgefield that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$15,000 spans the Connecticut median of $5,125. 77% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About R & R Wealth Strategies, LLC
“R & R Wealth Strategies also provides financial planning services.”
- Firm size: 5 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 5
- Services reported to regulators
- Financial planning, selecting other advisers, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151405
- Phone
- (203) 438-0161
Can advise clients in 2 states: Connecticut, New York
Other planners in Ridgefield that publish fees
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Envest Asset Management, LLCRidgefield$150-$250/hr
- Granite Hill Capital Management, LLCRidgefield$200/hr, $1,000/yr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.