River Rose Financial LLC fees and pricing
Financial planner in Snowmass Village, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 1, 2026, River Rose Financial LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Service Rate Hourly Consulting (Standard) $350 per hour Speaking Engagements Complimentary Hourly engagements require a signed engagement letter prior to commencement of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How River Rose Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and may be adjusted at River Rose’s discretion based on client circumstances, relationship complexity, household AUM, or portfolio characteristics.”
- “Thereafter, either party may terminate upon 30 days’ written notice, with fees prorated to the effective termination date.”
- “Any deposit collected in advance will be applied against hours billed and refunded on a prorated basis for any unrendered services upon termination.”
How River Rose Financial LLC’s fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
About River Rose Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342580
- Phone
- (970) 924-0849
Other planners in Colorado that publish fees
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.