RJ Patterson Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fees are $250.”

Monthly fee

$250/mo

“Emerging Professional Program RJP charges $250 per month for our Emerging Professional Program services.”

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

How RJ Patterson Group bills

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

• “After work has started, we will notify the client in advance if we anticipate that a flat fee will exceed or fall short of our original estimate.”
• “This fee is negotiable at our discretion.”
• “Our fees are calculated as a percentage of assets under management and billed quarterly in advance based on the ending market value of the client’s portfolio on the last business day of the calendar quarter.”

How RJ Patterson Group’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.

About RJ Patterson Group

• Firm size: 5 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1% a year

Clients

189

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$142,396,919

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281752

Website

rjpattersongroup.com (opens in new tab)

Phone

(619) 331-4133

Can advise clients in 2 states: California, Texas

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