Rovin Capital fees and pricing
Financial planner in Mesa, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Rovin Capital charges a monthly fee of $150-$2,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $150-$2,200/mo
“Fees are billed to clients generally on a monthly basis unless other arrangements are made and may range between $150 and $2,200 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rovin Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable in the sole discretion of RC.”
- “Following the end of each month, advisory fees are invoiced by RC to the client for payment.”
- “The total fee for the assignment or project will be billed to the client by RC upon completion of the work.”
About Rovin Capital
“Offered Rovin Capital LLC (“RC”) provides ongoing investment advisory and financial planning services to clients.”
- Firm size: 14 employees.
- Founded: 1978 (48 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
- 2.5% a year
- Clients
- 520
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $917,311,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152662
- Phone
- (480) 739-2110
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, North Carolina, Nebraska, Nevada, South Carolina, Texas, Utah
Other planners in Mesa that publish fees
- CBK Financial Advisors LLCMesa$500-$6,000
- Cooper Financial Investments, LLCMesa$300/hr
- Decisionpoint Financial, LLCMesa$150-$300/hr, $2,000-$15,000
- Fleming Financial ServicesMesa$150/hr, $495-$4,995
- Immaculate Wealth Management, LLCMesa$150/hr, $225-$1,250
- Integrated Financial Solutions, PLLCMesa$575/hr, $500-$12,000
Is something on this page wrong or out of date?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.