RLS Financial Group, Inc. fees and pricing
Financial planner in Newtown, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, RLS Financial Group, Inc. charges $300 an hour and an annual fee of $900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Client Consulting and Advising, Analysis & Portfolio Design services are billed at $300 per hour plus expenses with $900 payable in advance.”
- Annual fee
- $900/yr
“RLS hourly fee is $300 per hour, with a retainer of $900, payable in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RLS Financial Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated based on the assets as of the last day of the preceding month and are payable in advance.”
How RLS Financial Group, Inc.’s fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
- None of the 2 other planners in Newtown that publish an hourly rate charge less.
- Its annual fee of $900 is below the Connecticut median of $6,000. None of the 27 other Connecticut planners that publish an annual fee charge less.
About RLS Financial Group, Inc.
“Financial Group, Inc. (hereinafter "RLS"), was established in 1998, and provides professional management of Client's funds as well as full investment advisory and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, market timing, and other services
- Assets managed
- $8,257,853
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125914
- Phone
- (203) 270-9180
Other planners in Newtown that publish fees
- Donaldson Financial Wellness Network, LLCNewtown$250-$450/hr, $600-$10,000
- Iron Path Wealth Management, Inc.Newtown$2,500, $1,000/yr
- Riskin Wealth Management, LLCNewtown$300-$500/hr, $500
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
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.