Ring Mountain Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,250/hr

“The hourly fee for these services is $1250.”

Flat or project fee

$1,500⁠-⁠$7,500

“The rate for creating client financial plans is between $1500 and $7500.”

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

How Ring Mountain Capital, LLC bills

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

• “The management fee is charged quarterly in advance and prorated for accounts established or terminated at times other than the start or end of a quarter.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Ring Mountain Capital, LLC’s fees compare

• Its hourly rate of $1,250 is above the California median of $300. 100% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Tiburon that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$7,500 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.

About Ring Mountain Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

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

1.5% a year

Clients

426

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$222,054,400

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288714

Website

ringmountaincapital.com (opens in new tab)

Phone

(415) 350-1355

Can advise clients in 5 states: California, Florida, Louisiana, New York, Texas

Other planners in Tiburon that publish fees

• Fata FinancialTiburon$500/hr
• Gencap Portfolio ManagementTiburon$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

Compare all 5 planners in Tiburon