Rimac fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$450/hr

“Financial Planning engagements are between $200 to $450 per hour.”

Flat or project fee

$2,500⁠-⁠$15,000

“Comprehensive Financial Plan Project-Based Financial Planning fixed fees range from $2,500 to $15,000, depending on the scope and complexity of the financial plan, with half the fee paid at the beginning of the engagement and half paid when the initial plan is completed and delivered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rimac bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days in the quarter the accounts are under RIMAC’s management.”
• “Clients may terminate the agreement without penalty for a full refund of RIMAC's fees within five business days of signing the Investment Advisory Contract.”

How Rimac’s fees compare

• Its hourly rate of $200-$450 spans the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the New Jersey median of $5,000. 74% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Rimac

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

20

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,581,793

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329760

Website

rimaccapital.com (opens in new tab)

Phone

(206) 351-1319

Can advise clients in 4 states: California, Florida, New Jersey, New York

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey