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
- Phone
- (757) 656-5355
Other planners in Alexandria that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- American Executive Advisors, LLCAlexandria$250/hr, $500-$10,000
- Core Fiduciary AdvisorsAlexandria$250/hr, $350
- Craftwork Capital LLCAlexandria$500-$8,000
- D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500-$2,250
- Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
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.