RC Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“On an hourly basis of $500 per hour depending on the nature and complexity of each client’s circumstances. 5 2.”

Flat or project fee

$3,500

“As a fixed fee, typically starting at $3,500, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

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

How RC Private Wealth, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is opened (date of account transfer or funding).”
• “The balance is due upon completion of the plan.”
• “Similar to our financial planning services, a retainer may be requested to initiate the services, and the balance due upon completion of the project.”

How RC Private Wealth, LLC’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 10 of the 13 other planners in Miami that publish an hourly rate charge less.
• Its flat or project fee of $3,500 is below the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 14 other planners in Miami that publish a flat or project fee charge less.

About RC Private Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Insurance analysis
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,172,232

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329301

Website

Rcpwealth.com (opens in new tab)

Phone

(786) 574-2367

Other planners in Miami that publish fees

• Amida Wealth Advisors, LLCMiami$1,000⁠-⁠$30,000, $1,750⁠-⁠$2,500/yr
• Andromeda Wealth LLCMiami$250/hr, $500⁠-⁠$2,000
• Brickell Financial Group LLCMiami$200⁠-⁠$1,500
• Camerondowning, Inc.Miami$300/hr, $1,500⁠-⁠$5,000
• Campos FinancialMiami$200/hr, $200⁠-⁠$2,000
• Cela Wealth ManagementMiami$2,500⁠-⁠$12,000

Compare all 50 planners in Miami