Rapport Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“For financial consulting services we charge an hourly fee of $400-500, which is negotiable in our sole discretion. 9 Financial Planning fees (including the upfront charge) may be waived or negotiable in certain cases.”

Flat or project fee

$5,000⁠-⁠$20,000

“For this financial plan deliverable, we generally charge a fixed fee between $5,000 and $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rapport Financial, LLC bills

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

• “Please note, our Fees are negotiable and we do take a number of things into consideration including pre-existing client relationships, anticipated future additional assets, and other factors.”
• “If this Agreement is executed at any time other than the first day of a calendar quarter, Fees will apply on a pro-rata basis, which means that the Fee is payable in proportion to the number of days in the quarter for which this Agreement is in effect.”
• “In instances where we are charging a fee in advance (typically, legacy relationships) and you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those unearned fees.”

How Rapport Financial, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 26 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$20,000 is above the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
• 27 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Rapport Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Physicians and dentists
• Business owners

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

1.2% a year

Clients

29

Employees

1

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, educational seminars and workshops, and other services

Assets managed

$51,166,189

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286308

Website

rapportfinancial.com (opens in new tab)

Phone

(310) 383-6204

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco