RFK Capital Management fees and pricing
Financial planner in Sandy, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 8, 2026, RFK Capital Management charges a flat or project fee of $4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,500
“We charge a fixed one-time fee of $4,500 for our DoIt-Yourself Service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RFK Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will receive an invoice from QuickBooks and can pay online via an ACH bank transfer.”
- “If the client decides to terminate the service before it is completed, then we will send the client an invoice for a prorated amount based on the percentage of the project that was completed.”
- “The client will receive an invoice from QuickBooks and can pay online via an ACH bank transfer.”
How RFK Capital Management’s fees compare
- Its flat or project fee of $4,500 is above the Utah median of $2,050. 70% of the 63 other Utah planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Sandy that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About RFK Capital Management
“RFK’s primary focus is to provide financial planning and investment advice to Do-It-Yourself (DIY) investors. This service is intended to support DIY investors with financial planning help and investment guidance.”
- Principal: Ryan F. Kelly
- 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: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 96
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 295075
- Phone
- (801) 372-1446
Other planners in Sandy that publish fees
- Crockett Wealth Management, Inc.Sandy$150/hr
- Harvest Lane Investment Partners, LLC.Sandy$275/hr
- Lanning Financial Inc.Sandy$500, $500/yr
- New Millennium GroupSandy$150/hr, $1,000-$10,000
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.