Rsi Advisors fees and pricing
Financial planner in Dover, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Rsi Advisors charges a flat or project fee of $500 and a monthly fee of $49 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Method of Compensation and Fee Schedule Financial Planning Services Multi-component planning engagements are assessed fixed fee of $500.”
- Monthly fee
- $49/mo
“We assess a monthly fee of $49.99 for our timing services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rsi Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, which may include, but is not limited to, our firm associates and their immediate family members, Department of Defense (DoD) employees and retirees, DoD contractors, etc.”
- “Fees may be paid by check or draft from US-based financial institutions.”
- “An hourly engagement lasting more than one month is typically billed at the end of each month for time incurred during that period.”
How Rsi Advisors’ fees compare
- Its flat or project fee of $500 is below the New Hampshire median of $5,400. 5% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
About Rsi Advisors
“We provide our clients with advice on topics such cash flow and debt management, risk management, retirement planning, funding an education, estate planning, among others, as well as periodic investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, market timing, and educational seminars and workshops
- Assets managed
- $4,789,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283721
- Phone
- (207) 358-0488
Other planners in Dover that publish fees
- Aztec Financial Group, LLCDover$1,500
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Bartley Financial Advisors, LLCBedford$6,000/yr
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.