RJG Financial fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 4, 2026, RJG Financial charges $225⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225⁠-⁠$300/hr; “RJG Financial’s hourly fee is based on complexity and ranges from $225-$300 for our professional staff and $75-$125 for administrative staff support.”

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

“Our fees are negotiable and they are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds in your account.”
“Deposits or withdrawals of $100,000 or more, during the middle of a quarter, will be charged or rebated a prorated fee based on the number of days during the quarter those assets were under our management.”
“If you tell us in advance, RJG Financial will discuss the options and ramifications of transferring securities.”

Its hourly rate of $225-$300 spans the Texas median of $275. 49% of the 468 other Texas planners that publish an hourly rate charge less.
21 of the 56 other planners in Dallas that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 1998 (28 years).

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: 1.5% a year
Minimum: $100,000 in assets (stated in brochure)
Clients: 61
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $61,032,325
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 114799
Phone: (972) 267-5040

Is something on this page wrong or out of date?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.