RCV Financial Services fees and pricing
Financial planner in Valencia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, RCV Financial Services charges $250 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The compensation of the applicant for its financial planning services shall be based on an hourly fee of $250.00 per hour billed in completed 15 minute increments or a flat fee ranging from $500.00 to $10,000.00 per project based on the complexity of the project.”
- Flat or project fee
- $500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RCV Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a flat fee applies, a deposit may be required upon signing the Financial Planning Agreement, and the balance upon delivery of the written financial plan.”
- “The client has five business days to cancel the contract for a full refund.”
- “If any fees are paid in advance, the client shall receive a pro rata refund.”
How RCV Financial Services’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in Valencia that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Valencia that publish a flat or project fee charge less.
About RCV Financial Services
“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes ✔ (If yes, describe on Schedule…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1998 (28 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
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111954
- Phone
- (661) 993-8611
Other planners in Valencia that publish fees
- Avinci Wealth Management, Inc.Valencia$499, $3,995-$6,995/yr
- Financial Security Solutions, Corp.Valencia$400/hr, $500-$10,000
- Global Financial Advisory Services, Inc.Valencia$250/hr
- Mears Money ManagementValencia$395
- Wealth Planning Group, Inc.Valencia$250/hr, $2,000-$20,000
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.