Riverflow Wealth Management, LLC fees and pricing
Financial planner in Newbury Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Riverflow Wealth Management, LLC charges $300 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly fees are $300.”
- Flat or project fee
- $500-$10,000
“Flat fees generally range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Riverflow Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Refunds following Termination We charge our advisory fees quarterly in advance.”
- “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
- “Upon receipt of your letter of termination, we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.”
How Riverflow Wealth Management, LLC’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
About Riverflow Wealth Management, LLC
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client’s current situation, goals, and objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Highest asset based fee in brochure
- 2.1% a year
- Clients
- 41
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $9,927,576
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149725
- Phone
- (818) 224-2269
Other planners in Newbury Park that publish fees
- Hewitt Wealth Management Inc.Newbury Park$6,000-$30,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/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.