Robert Horowitz Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In such cases RHWM does not manage client assets and charges an hourly fee of $350.”

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

How Robert Horowitz Wealth Management bills

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

• “This fee is negotiable depending on client circumstances.”
• “Billing Our fees are billed in arrears at the end of each calendar quarter (not the beginning) based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Robert Horowitz Wealth Management’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Larkspur that publish an hourly rate charge less.

About Robert Horowitz Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2003 (23 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

1% a year

Clients

49

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

$100,925,141

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

127800

Website

rhwm.com (opens in new tab)

Phone

(415) 927-7871

Other planners in Larkspur that publish fees

• Proprietor Wealth Management Inc.Larkspur$150⁠-⁠$300/hr
• Raub Brock Capital Management, LPLarkspur$300/hr
• Shepherd Street AdvisorsLarkspur$1,200⁠-⁠$10,000/yr
• 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

Compare all 5 planners in Larkspur