Ridgeback Financial LLC fees and pricing

Financial planner in Clear Lake Shores, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Ridgeback Financial LLC charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “AND CONSULTING Ridgeback charges an hourly fee of $200 per hour based on complexity and unique Client needs for financial planning.”

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

“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.

Principal: Clayton A. Curley
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 62
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $29,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336614
Website: ridgebackfinancial.com (opens in new tab)
Phone: (832) 257-0114

Can advise clients in 2 states: Louisiana, 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Is something on this page wrong or out of date?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.