Reach One Teach One Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$365/hr

“Our hourly rate starts at $365.”

Flat or project fee

$15,000

“R1T1Fin collects an initial plan development fee, no greater than $15,000.”

Monthly fee

$300⁠-⁠$800/mo

“Recurring fees are paid quarterly in advance at a rate of $300 - $800 per month.”

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

How Reach One Teach One Financial bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Service Agreement. 9 Project-Based Financial Consulting We charge a fixed fee or hourly rate for Project-Based Financial Planning Consulting engagements.”

How Reach One Teach One Financial’s fees compare

• Its hourly rate of $365 is above the Arizona median of $275. 74% of the 195 other Arizona planners that publish an hourly rate charge less.
• 31 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Arizona median of $3,100. 92% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 27 of the 30 other planners in Phoenix that publish a flat or project fee charge less.

About Reach One Teach One Financial

• Principal: George Kao
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

1.5% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

72

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$8,297,495

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323834

Phone

(888) 877-1138

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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