Ridgepoint Wealth Partners LLC fees and pricing
Financial planner in Rancho Palos Verdes, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2026, Ridgepoint Wealth Partners LLC charges a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Ongoing Financial Planning RWP collects an initial fee, no greater than $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ridgepoint Wealth Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid quarterly in advance based on the complexity and scope of work. Depending on scope and complexity, this will range from $100,000 to $400,000.”
How Ridgepoint Wealth Partners LLC’s fees compare
- Its flat or project fee of $25,000 is above the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
About Ridgepoint Wealth Partners LLC
- Principal: Wayne Park
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
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
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343808
- Phone
- (818) 928-9649
Other planners in Rancho Palos Verdes that publish fees
- Reeves, James, TownsendRancho Palos Verdes$250/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.