RLS Financial Services fees and pricing

Financial planner in Bloomsbury, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 23, 2026, RLS Financial Services charges $100⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$250/hr; “The hourly fee for these services is between $100 and $250.”

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

“Clients may terminate the agreement without penalty, for full refund of RLS Financial’s fees, within five business days of signing the Financial Planning Agreement.”
“Financial planning fees are paid via check and cash.”
“Hourly financial planning fees are paid in arrears upon completion.”

Its hourly rate of $100-$250 is below the New Jersey median of $300. 9% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2019 (7 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 79
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,432,592
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 305158
Phone: (908) 479-4087

Can advise clients in 2 states: New Jersey, Pennsylvania

Is something on this page wrong or out of date?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