Rajs Funds fees and pricing

Financial planner in Fremont, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 16, 2026, Rajs Funds charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “For an initial plan consultation, RAJS will charge an hourly or a fixed fee that is calculated by multiplying our negotiable, maximum hourly rate of $350 by the estimated amount of time needed to complete the financial planning project.”

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

“Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.”
“Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the Portfolio Management Agreement signed by the client and the firm.Lower fees for comparable services may be available from other sources.”
“Portfolio management fees are billed monthly, in arrears and are based on the value of your portfolio at the end of the preceding quarter.”

Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
2 of the 5 other planners in Fremont that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Works with: Pooled investment vehicles
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298713
Phone: (510) 396-2776

Is something on this page wrong or out of date?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.