RS Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fees are $350.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

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

How RS Asset Management, LLC bills

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

• “Our fees for Comprehensive Portfolio Management are negotiable depending on the scope and complexity of the portfolio.”
• “Our firm's fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our fees for Asset Management are negotiable depending on the scope and complexity of the portfolio.”

How RS Asset Management, LLC’s fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 12 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Colorado median of $5,250. 59% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 13 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About RS Asset Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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% a year

Clients

251

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$107,201,521

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157768

Website

rsassetmanagement.com (opens in new tab)

Phone

(719) 219-8444

Can advise clients in 8 states: Arizona, California, Colorado, Florida, Kansas, New Mexico, Texas, Washington

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

Compare all 49 planners in Colorado Springs