Rational Capital Advisors LLC fees and pricing
Financial planner in Ambler, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Rational Capital Advisors LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“These fees are negotiable but generally at $300 on an hourly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rational Capital Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The outstanding balance is generally due upon completion of the agreed-upon services.”
- “That means we do not ask clients to approve a trade in advance.”
How Rational Capital Advisors LLC’s fees compare
- Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Rational Capital Advisors LLC
“RCA's business activities include providing Financial Planning and Investment Management services to qualifying individuals and entities.”
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323531
- Phone
- (917) 836-1686
Other planners in Ambler that publish fees
- Buoyant WealthAmbler$1,000-$2,500, $700-$4,000/mo
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
Is something on this page wrong or out of date?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.