PlannerFees

Roath Capital Advisory fees and pricing

Financial planner in Delray Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 10, 2026, Roath Capital Advisory charges $250 an hour and a quarterly fee of $1,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Existing clients may purchase additional review meetings or consulting hours at $250 per hour.”
Quarterly fee
$1,250/qtr
“Available to natural persons with assets under the firm's management of less than $250,000. ● Tier Three — $5,000 for a one-year term, billed quarterly in advance at $1,250 per quarter.”

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

How Roath Capital Advisory bills

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

  • “Where an individual and an entity he or she controls each engage the firm, each enters into its own written agreement, is billed on its own assets, and is counted separately.”
  • “Each client is billed on its own assets at the rate determined by the aggregated total.”
  • “Fees are negotiable at the firm's sole discretion.”

How Roath Capital Advisory’s fees compare

  • Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Delray Beach that publish an hourly rate charge less.

About Roath Capital Advisory

“The firm provides investment advisory and financial planning services to individuals, high-net-worth individuals, married couples engaging jointly, trusts, estates, businesses and charitable organizations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jack R. Roath
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Estate 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
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338200
Website
roathcapitaladvisory.com (opens in new tab)
Phone
(914) 330-2714

Other planners in Delray Beach that publish fees

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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.