Rampart Wealth Management fees and pricing

Financial planner in Meredith, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2025, Rampart Wealth Management charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Services are offered based on an hourly fee of $150 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $150 is below the New Hampshire median of $275. 2% of the 52 other New Hampshire planners 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: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 10
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $2,300,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 311211
Website: rampartwealthmanagement.com (opens in new tab)
Phone: (603) 374-7880

Is something on this page wrong or out of date?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