RCM Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“RCM Wealth Advisors' Financial Planning fee of $150 per hour or $1,500 per plan, determined based on the nature of the services being provided and the complexity of each client's circumstances.”

Flat or project fee

$1,500

From the same sentence as above.

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

How RCM Wealth Advisors bills

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

• “The fee will be calculated on the ending daily balance for the preceding period or the ending daily balance for the partial preceding period for new accounts and billed to the client's account.”
• “The balance is due upon completion of the plan.”
• “If no retainer is requested, and no other fee arrangement has been entered into with the client, then fees are due upon completion of the services agreed upon.”

How RCM Wealth Advisors’ fees compare

• Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Illinois median of $4,500. 13% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 4 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About RCM Wealth Advisors

• Firm size: 15 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• 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

3% a year

Clients

797

Employees

15

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$388,780,330

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153641

Website

rcmwa.com (opens in new tab)

Phone

(866) 903-1822

Can advise clients in 10 states: Arkansas, California, Florida, Illinois, Indiana, Kansas, Massachusetts, North Carolina, New Hampshire, Texas

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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