Rubicon Advisors fees and pricing
Financial planner in Redding, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Rubicon Advisors charges $350 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $5,000
“Flat fees will not exceed $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rubicon Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from the account(s).”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
How Rubicon Advisors’ fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Redding that publish an hourly rate charge less.
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Redding that publish a flat or project fee charge less.
About Rubicon Advisors
“We look forward to discussing your personal needs and how we might provide investment and planning services support to you.”
- Firm size: 20 employees.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1.8% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 1,370
- Employees
- 20
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $420,724,128
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174447
- Phone
- (530) 223-5357
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Montana, Nebraska, Nevada, Oregon, Rhode Island, Tennessee, Texas, Utah, Washington
Other planners in Redding that publish fees
- Parallel Wealth ManagementRedding$450/hr, $3,500-$25,000
- Retirement Lifestyles Advisory GroupRedding$250/hr, Up to $5,000
- Woven Capital, LLCRedding$250-$450/hr, $1,500-$12,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.