RC Wealth Management fees and pricing

Financial planner in Oakland, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 31, 2026, RC Wealth Management charges a flat or project fee of $499 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $499; “Multi-component engagements are assessed a fixed fee of $499.”

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

“Fees are to be paid by check or draft from US-based financial institutions.”
“Payment is required at delivery of our invoice which coincides with the presentation of your plan.”
“An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.”

Its flat or project fee of $499 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
None of the 11 other planners in Oakland that publish a flat or project fee charge less.

“We also provide periodic educational workshops involving a broad range of financial planning and investing topics.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2015 (11 years).

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 281300
Website: stocksandstilettos.co (opens in new tab)
Phone: (510) 542-9192

Is something on this page wrong or out of date?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.