Rexford Capital fees and pricing

Financial planner in Bellaire, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 1, 2026, Rexford Capital charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$500/hr; “Fees are based on expected service time and range from $300-$500 per hour, depending on the service requested.”

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

“Compensation is due upon receipt of invoice, quarterly in arrears.”
“Legacy clients are charged monthly in arrears based on total assets under management, including accrued dividends at an annual percentage rate.”
“Fees are billed quarterly in advance based on the previous end-of-quarter balance (EOQ), calculated on a 365/366-day basis.”

Its hourly rate of $300-$500 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
2 of the 2 other planners in Bellaire that publish an hourly rate charge less.

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: 2.5% a year
Clients: 62
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $150,915,897
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 128227
Website: rexfordcapital.com (opens in new tab)
Phone: (713) 838-8383

Is something on this page wrong or out of date?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