Rossi Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“Our financial planning and investment consultation services are sometimes provided on a fixed-fee basis, typically ranging from $2,500 to $25,000 on an annual ongoing basis.”

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

How Rossi Financial Group bills

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

• “Fees will be billed quarterly and in advance of each service period.”
• “The services to be provided to you and their specific fees will be detailed in your engagement agreement.”
• “Our published fees may be discounted by our firm but are not negotiable.”

How Rossi Financial Group’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the California median of $5,000. 88% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in El Dorado Hills that publish a flat or project fee charge less.

About Rossi Financial Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

61

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$41,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164096

Website

twitter.com/rossifg (opens in new tab)

Phone

(916) 730-6366

Other planners in El Dorado Hills that publish fees

• Bridgeview Capital Advisors, Inc.El Dorado Hills$350/hr, $700
• Continuum Financial Partners, LLCEl Dorado Hills$260/hr, $975⁠-⁠$19,500
• Larsen Wealth ManagementEl Dorado Hills$1,500⁠-⁠$2,500
• Polaris Capital Management LLCEl Dorado Hills$8,000/yr
• Vortalis Wealth Management LLCEl Dorado Hills$200/hr

Compare all 11 planners in El Dorado Hills