RGA Investment Advisors, LLC fees
Financial planner in Great Neck, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 21, 2026, RGA Investment Advisors, LLC (Great Neck, NY) charges a flat or project fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change.
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the New York median is $5,025.
“RGAIA offers financial planning services for a fixed fee ranging up to $10,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How RGA Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
About RGA Investment Advisors, LLC
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 99
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $101 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 21, 2026
- CRD number
- 149171 (opens in new tab)
- Website
- rgaia.com (opens in new tab)
- Phone
- (516) 665-1945
Registered or notice filed in 6 states: Connecticut, Florida, Minnesota, New Jersey, New York, Texas
Other planners in Great Neck that publish fees
- ESK Capital Management Inc.Great NeckHourly $400/hr
- Modoo Strategy LLCGreat NeckHourly $350/hr, Flat $350-$30,000
More planners in New York that publish fees
- MJB Asset Management LLCNew York CityAnnual from $10,000/yr
- Financial BossPlainviewMonthly $1-$1,000/mo
- IFC Personal Money Managers, Inc.New York CityHourly $250-$700/hr, Flat $5,000
- Astoria Portfolio Advisors LLCNew York CityHourly $300/hr, Flat $300-$50,000
- RDG Capital Management LLCPittsfordHourly $250-$500/hr
- IHS Wealth Management LLCOyster BayHourly $350-$750/hr, Flat $2,500-$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.