Ridley Wealth Management fees and pricing
Financial planner in Round Rock, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Ridley Wealth Management charges a flat or project fee of $3,000-$10,000 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.
- Flat or project fee
- $3,000-$10,000
“Fixed fee rates range from $3,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ridley Wealth Management 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 value of Client’s account(s) as of the last day of the billing period.”
How Ridley Wealth Management’s fees compare
- Its flat or project fee of $3,000-$10,000 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
- 3 of the 6 other planners in Round Rock that publish a flat or project fee charge less.
About Ridley Wealth Management
- Principal: Jacob Ridley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 3% a year
- Clients
- 8
- 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
- $8,112,523
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337811
- Phone
- (512) 518-5919
Other planners in Round Rock that publish fees
- Everyplan FinancialRound Rock$209/hr, $999-$8,000
- Greenbelt Investment Advisors, LLCRound Rock$150/hr
- Isf Advisory, LLCRound Rock$280/hr, $2,500-$3,000
- Majestic Oak Financial, LLCRound Rock$3,500-$10,000
- Maravi Capital ManagementRound Rock$200/hr
- Perry Investment Management, LLCRound Rock$200/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.