Roach Investment Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate for financial planning services is $250 per hour.”

Flat or project fee

$2,000⁠-⁠$3,000

“Our typical flat fee for developing a comprehensive financial plan is between $2,000 and $3,000, depending on the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Roach Investment Services bills

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

• “Roach Investment Services (RIS) management fees may be negotiable in certain situations.”
• “The management fee will be debited from Client's Account upon the Broker's receipt of invoice from RIS.”
• “The Client may choose to pay RIS directly from outside funds provided that client notifies RIS in advance.”

How Roach Investment Services’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 11 other planners in San Mateo that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$3,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About Roach Investment Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

1% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$55,927,937

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134128

Website

roachinvestments.com (opens in new tab)

Phone

(650) 638-2339

Other planners in San Mateo that publish fees

• Balopole Investment Management CorporationSan Mateo$150/hr
• Banyan Lake Capital LLCSan Mateo$225/hr
• Barson Financial PlanningSan Mateo$500⁠-⁠$5,000
• Bixy Wealth LLCSan Mateo$250/hr, $1,000⁠-⁠$10,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr

Compare all 22 planners in San Mateo