RR Financial Management LLC fees and pricing
Financial planner in Fresno, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, RR Financial Management LLC charges $75 an hour and a flat or project fee of $50-$400 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.
- Hourly rate
- $75/hr
“Financial planning or consulting services are billed on an hourly, as-needed basis at a rate of $75/hour, or at a fixed fee which can range from $50-$400 per meeting.”
- Flat or project fee
- $50-$400
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How RR Financial Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable dependent on the size of the assets under management.”
- “This fee will be prorated if you choose to terminate our advisory service before the end of the month.”
- “The date for calculating the prorated fee will be based on the date of receipt of your termination letter.”
How RR Financial Management LLC’s fees compare
- Its hourly rate of $75 is below the California median of $300. None of the 932 other California planners that publish an hourly rate charge less.
- None of the 10 other planners in Fresno that publish an hourly rate charge less.
- Its flat or project fee of $50-$400 is below the California median of $5,000. None of the 796 other California planners that publish a flat or project fee charge less.
- None of the 8 other planners in Fresno that publish a flat or project fee charge less.
About RR Financial Management LLC
“The firm offers financial planning services for individual investments, college planning, retirement planning, and estate planning. The firm offers pension consulting services for plan sponsors and retirement services to individual clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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% a year
- Clients
- 57
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $1,476,800
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310395
- Phone
- (559) 916-7424
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
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.