Ridgeback Wealth Management fees and pricing
Financial planner in Peachtree City, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Ridgeback Wealth Management charges $250 an hour, a monthly fee of $250-$333, and a quarterly fee of $750-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Monthly fee
- $250-$333/mo
“Fees are paid either monthly or quarterly in arrears, ranging from $250 to $333.34 per month or $750 to $1,000 per quarter.”
- Quarterly fee
- $750-$1,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ridgeback Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, ranging from $1,450 to $5,800.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Ridgeback Wealth Management’s fees compare
- Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Peachtree City that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Ridgeback Wealth Management
- Principal: Kyle Ray
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 9
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,573,752
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331999
- Phone
- (770) 202-1288
Other planners in Peachtree City that publish fees
- Fapa Advisory Services Team (FAST)Peachtree City$200/hr, $1,900
- Osborne Financial Planning LLCPeachtree City$200/hr, $250
- Quigley Financial LLCPeachtree City$250-$300/hr, $3,000/yr
- VetworthPeachtree City$750-$2,000
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.