Ralicki Wealth Management & Trust Services fees and pricing
Financial planner in Stuart, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Ralicki Wealth Management & Trust Services charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“On an hourly basis, ranging from $200 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ralicki Wealth Management & Trust Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Carefully read these disclosures for an understanding of how your accounts are billed and managed.”
- “Orion clients are billed monthly for advisory fees.”
- “Trustee fees are billed monthly in arrears.”
How Ralicki Wealth Management & Trust Services’ fees compare
- Its hourly rate of $200-$400 spans the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Stuart that publish an hourly rate charge less.
About Ralicki Wealth Management & Trust Services
“Investment Supervisory Services Ralicki Wealth Management & Trust Services (hereinafter RWM) provides investment supervisory services, defined as giving continuous advice to a client regarding security holdings and performance of their account, based on the client’s stated needs and goals.”
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 2% a year
- Clients
- 98
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Assets managed
- $128,972,017
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141192
- Phone
- (772) 221-4508
Other planners in Stuart that publish fees
- Family First Financial PlanningStuart$325-$350/hr, $500
- Semper FinancialStuart$250/hr
- Spectra Investment Management, LLCStuart$500/hr
- Twenty-First Century Financial Advisors IncStuart$1,500-$3,000
- Victrix Investment AdvisorsStuart$250/hr
- W.h. Financial Services, Inc.Stuart$2,000
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.