Raub Brock Capital Management, LP fees and pricing
Financial planner in Larkspur, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 1, 2026, Raub Brock Capital Management, LP charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Raub Brock rarely charges hourly fees for its services but may choose to offer individual financial consultations at an hourly rate of $300 per hour 8 depending upon the level and scope of service(s) required and the professional rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Raub Brock Capital Management, LP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee is billed quarterly, in arrears, and prorated for accounts established or terminated at times other than the start of the quarter.”
- “Clients are invoiced at the beginning of each calendar quarter for management services performed in the previous quarter.”
- “Raub Brock’s fees are payable either quarterly or monthly and either in advance or arrears, depending upon the billing practices of the institutional advisor.”
How Raub Brock Capital Management, LP’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Larkspur that publish an hourly rate charge less.
About Raub Brock Capital Management, LP
“Raub Brock Capital Management, LP (sometimes “Raub Brock,” the “Firm” or “Advisor”), a California limited partnership, provides investment management and financial planning services to its clients. Raub Brock and its predecessor firms have been providing investment management and planning services since 1989.”
- Firm size: 9 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2010 (16 years).
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
- 1.25% a year
- Clients
- 115
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $2,928,521,119
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153994
- Phone
- (415) 927-6990
Can advise clients in 2 states: California, Texas
Other planners in Larkspur that publish fees
- Proprietor Wealth Management Inc.Larkspur$150-$300/hr
- Robert Horowitz Wealth ManagementLarkspur$350/hr
- Shepherd Street AdvisorsLarkspur$1,200-$10,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.