Rising Tides Financial Planning LLC fees and pricing

Financial planner in Alexandria, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 27, 2026, Rising Tides Financial Planning LLC charges a flat or project fee of $75⁠-⁠$350 and an annual fee of $400⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$75⁠-⁠$350
“RTFP collects an initial fee of $75 - $350.”
Annual fee
$400⁠-⁠$10,000/yr
“Upon delivery of the comprehensive financial plan, we charge an annual fee of $400 - $10,000.”

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

How Rising Tides Financial Planning LLC bills

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

  • “Fees are paid in advance on a monthly or quarterly basis as outlined in your Advisory Contract.”
  • “Fees are paid by electronic funds transfer (EFT) or check.”
  • “Such fees are separate and distinct from RTFP’s advisory fees. 7 Terminations and Refunds The Advisory Contract may be terminated with written notice 30 calendar days in advance.”

How Rising Tides Financial Planning LLC’s fees compare

  • Its flat or project fee of $75-$350 is below the Virginia median of $4,250. None of the 168 other Virginia planners that publish a flat or project fee charge less.
  • None of the 14 other planners in Alexandria that publish a flat or project fee charge less.
  • Its annual fee of $400-$10,000 spans the Virginia median of $6,350. 40% of the 55 other Virginia planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Alexandria that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Rising Tides Financial Planning LLC

  • Principal: John Sharrock
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333851
Website
risingtidesfp.com (opens in new tab)
Phone
(757) 656-5355

Other planners in Alexandria that publish fees

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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.