Ronald R Geiger LLC fees and pricing
Financial planner in Wilmington, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Ronald R Geiger LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Fees for financial plans are charged as fixed fees that are typically $1,000 and do not exceed $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ronald R Geiger LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are billed after each quarter according to the fee schedule for the client’s total portfolio under advisory management by RRG LLC.”
- “If a fund or asset is added to the account mid-quarter, that asset value is prorated for the number of days held in the account, using the asset value on the first day held and the value at quarter end.”
- “If a fund or asset is deleted from the account mid-quarter, that asset value is prorated for the number of days held in the account, using the asset value at the beginning of the quarter and the value as of the last day held.”
How Ronald R Geiger LLC’s fees compare
- Its flat or project fee of $1,000 is below the North Carolina median of $4,800. 10% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 8 other planners in Wilmington that publish a flat or project fee charge less.
About Ronald R Geiger LLC
“To begin the financial planning process, RRG LLC’s registered investment adviser representatives (IARs) meets with the prospective client to discuss the prospective client’s current situation, risk tolerance, goals and objectives, and the services that RRG LLC can provide to assist in meeting those goals and…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 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
- 1.5% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $31,313,475
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153622
- Phone
- (910) 538-0642
Can advise clients in 2 states: North Carolina, Virginia
Other planners in Wilmington that publish fees
- Ascendor Wealth, LLCWilmington$2,000, $500/qtr
- Counterweight Private WealthWilmington$2,500-$50,000
- Dovetail Financial Group LLCWilmington$300/hr, $2,500-$7,500
- Live Oak Private Wealth, LLCWilmington$250-$500/hr, $500-$150,000
- Lumina Wealth Management, LLCWilmington$100-$250/hr, $500-$5,000
- Masonboro AdvisorsWilmington$250/hr
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.