RPG Investment Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For financial planning services, we charge either a negotiable hourly rate of $250.00 or a negotiable fixed fee ranging between $600 and $1,800.”

Flat or project fee

$600⁠-⁠$1,800

From the same sentence as above.

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

How RPG Investment Advisory, LLC bills

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

• “Fees are billed and payable monthly in advance based on the value of the account on the last day of the previous month.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “In the event of termination, we will refund any pre-paid advisory fees within 60 days.”

How RPG Investment Advisory, LLC’s fees compare

• 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 9 other planners in Pleasanton that publish an hourly rate charge less.
• Its flat or project fee of $600-$1,800 is below the California median of $5,000. 11% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.

About RPG Investment Advisory, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2014 (12 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

1.25% a year

Clients

953

Employees

9

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,043,868,256

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172173

Website

rpgadvisory.com (opens in new tab)

Phone

(925) 384-0071

Can advise clients in 13 states: Alabama, Arizona, California, Florida, Louisiana, Mississippi, Nebraska, New Hampshire, Nevada, Oregon, Texas, Utah, Washington

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Grant Private Wealth ManagementPleasanton$250/hr, $1,500⁠-⁠$15,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000

Compare all 14 planners in Pleasanton