Ritter Wealth Counsel fees and pricing
Financial planner in San Rafael, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Ritter Wealth Counsel charges $200-$700 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$700/hr
“Hourly rates can range from $200 to $700 per hour depending on the nature and complexity of the circumstances and the services authorized and performed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ritter Wealth Counsel bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Actual fees billed to clients are based on the then-effective Engagement Letter signed by the respective client.”
How Ritter Wealth Counsel’s fees compare
- Its hourly rate of $200-$700 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 10 other planners in San Rafael that publish an hourly rate charge less.
About Ritter Wealth Counsel
“In addition, I provide some material elements of financial planning or other personal financial advice when requested by my clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- Clients
- 19
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $68,604,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107474
- Phone
- (415) 479-3525
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
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.