RDG Capital Management LLC fees and pricing

Financial planner in Pittsford, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 17, 2026, RDG Capital Management LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “Hourly fees range from $250 to $500 per hour, depending on the scope and complexity of the engagement.”

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

“If the cash balance is negative, because of a margin loan, the aggregate value of all other securities will be summed for billing purposes. 5 Fees are generally deducted directly from client accounts, but clients can request an invoice and pay via check.”
“Clients are billed in arrears for services rendered.”

Its hourly rate of $250-$500 spans the New York median of $300. 69% of the 301 other New York planners that publish an hourly rate charge less.
4 of the 5 other planners in Pittsford that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.85% a year
Clients: 46
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $131,785,345
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 329749
Website: rdgcapitalmanagement.com (opens in new tab)
Phone: (585) 673-2690

Can advise clients in 3 states: Florida, New York, Texas

Is something on this page wrong or out of date?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