RTB Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$1,500/hr

“$3,000 Advance Deposit: $1,500 Hourly Rate: $500 Hours worked: 2 Refund: $500 = $1,500 – (2 hours x $500 hourly rate) Retirement Plan Advisory Services The Advisor may be compensated for its services at the beginning of the Billing Period before services are rendered pursuant to the terms of the retirement plan…”

Flat or project fee

$3,000

From the same sentence as above.

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

How RTB Wealth Advisors, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each month, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How RTB Wealth Advisors, LLC’s fees compare

• Its hourly rate of $500-$1,500 is above the Texas median of $275. 99% of the 468 other Texas planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Mckinney that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About RTB Wealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

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

3% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338599

Website

rtbwealthadvisors.com (opens in new tab)

Phone

(469) 480-7924

Can advise clients in 2 states: California, Texas

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500

Compare all 20 planners in Mckinney