River City Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“River City Wealth Management charges an hourly fee that ranges from $250 to $500 per hour for financial planning services.”

Flat or project fee

$500⁠-⁠$10,000

“Financial planning services generally range from $500 to $10,000, depending on the complexity, level, and scope of the services.”

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

How River City Wealth Management bills

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

• “Clients are billed in advance on a quarterly basis based on the account value 6 on the last day of the prior quarter.”
• “Clients will be billed at the rate set forth in their agreement.”
• “Inflows and outflows during the quarter will be prorated and charged for the number of days the funds were in the account during the quarter.”

How River City Wealth Management’s fees compare

• Its hourly rate of $250-$500 spans the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Jacksonville that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.
• 8 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.

About River City Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2021 (5 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

Clients

128

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$179,631,771

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

314312

Website

rivercitywealth.com (opens in new tab)

Phone

(904) 374-9098

Can advise clients in 2 states: Florida, Texas

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville