Rowland Financial Services fees and pricing

Financial planner in Roseville, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Rowland Financial Services charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “These financial planning services will be charged a fee for service at an hourly rate of $250.”

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

“Clients may pay financial planning service fees directly by cash or check.”
“Rowland Financial Services will refund any prepaid, unearned fees, and any earned but unpaid fees will be promptly due and payable.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
2 of the 10 other planners in Roseville that publish an hourly rate charge less.

“Employer Retirement Planning Rowland Financial Services provides c Simple start-up plans to complex plans for large institutions.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $1,000 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284540
Phone: (916) 747-9646

Is something on this page wrong or out of date?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.