RLS Private Wealth Consulting, Inc. fees and pricing
Financial planner in Hollister, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 26, 2026, RLS Private Wealth Consulting, Inc. charges a monthly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $2,500/mo
“Our Core offering fees are billed monthly in arrears, with a minimum monthly fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RLS Private Wealth Consulting, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Family Office Executive, Operational, and Administrative Services Family Office Services are billed via a monthly fee, charged in arrears, based on the complexity and scope of the engagement.”
- “In addition, Clients are responsible for reimbursing extraordinary expenses and travel costs, which are billed as incurred.”
- “Fees are negotiable and are billed monthly through an independent third-party payment processor.”
About RLS Private Wealth Consulting, Inc.
- Principal: Rhonda Staelgraeve-Secor
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
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
- 0.1% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312496
- Phone
- (559) 999-2620
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.