Raymond Capital Advisors, LLC fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 3, 2026, Raymond Capital Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Subset services of the plan may also be contracted at a rate of $250 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Raymond Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Below is a description of RCA’s basic fees schedules, a description of how fees are charged, whether fees are negotiable, when compensation is payable, refund policies and other applicable information.”
- “Any fees incurred prior to date of termination will be payable in full. 5 RCA Investment Strategies Fee Processing The fee rates set forth in the table above are the maximum charged for each strategy and are negotiable.”
- “Fees are generally payable quarterly in arrears.”
How Raymond Capital Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- 6 of the 14 other planners in Sarasota that publish an hourly rate charge less.
About Raymond Capital Advisors, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 18
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $34,293,455
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154412
- Phone
- (941) 504-1842
Can advise clients in 2 states: Florida, North Carolina
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
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.