RLB Financial fees and pricing

Financial planner in Springfield, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 6, 2026, RLB Financial charges a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $3,000; “Services are offered based on a flat fee with a maximum fee of $3,000.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
“Fees will be paid in advance every quarter.”
“Client will be provided an invoice at the commencement of services payable within ten (10) days of receipt.”

Its flat or project fee of $3,000 is below the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
2 of the 5 other planners in Springfield that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.55% a year
Clients: 607
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $173,597,197
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 151778
Website: facebook.com/rlbfinancial (opens in new tab)
Phone: (866) 686-8097

Is something on this page wrong or out of date?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