R-Tech Advisors, Inc. fees and pricing
Financial planner in Woodland Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, R-Tech Advisors, Inc. charges an annual fee of $2,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$25,000/yr
“Fixed fees are generally between $2,500 and $25,000 annually, 6 pro-rated quarterly or as negotiated with a client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How R-Tech Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment management fee [percentage (%)] is applied to the client’s account assets at the quarter-end (3/31, 6/30, 9/30 and 12/31) to determine the dollar amount to be billed.”
- “The actual dollar amount billed will vary from quarter to quarter as the client’s assets fluctuate due to normal market conditions.”
- “Upon termination of an account, any earned, unpaid fees will be due and payable.”
How R-Tech Advisors, Inc.’s fees compare
- Its annual fee of $2,500-$25,000 spans the California median of $6,250. 79% of the 224 other California planners that publish an annual fee charge less.
About R-Tech Advisors, Inc.
- Firm size: 7 employees.
- Registered as an adviser: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 32
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $61,518,326
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146541
- Phone
- (818) 883-5356
Other planners in Woodland Hills that publish fees
- Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500-$6,500
- Hesen & HaslamWoodland Hills$350/hr, $10,000
- Mullaney Financial & Tax, Inc.Woodland Hills$7,800
- Oder Investment Management, LLCWoodland Hills$200/hr, $1,000-$5,000
- Pacific Oak Financial Planning LLCWoodland Hills$3,000-$12,500, $1,500-$6,250/qtr
- Paragon Financial PartnersWoodland Hills$3,500-$100,000
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.