Rubric Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“AND CONSULTING Rubric charges an hourly fee of $250 based on complexity and unique Client needs for financial planning.”

Annual fee

$2,500⁠-⁠$25,000/yr

“Non-Discretionary Investment Management For Non-Discretionary Investment Management, Rubric charges a flat annual fee ranging from $2,500 to $25,000, based on portfolio complexity, scope of services, frequency of engagement, asset classes covered, and historical client relationship.”

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

How Rubric Advisors LLC bills

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

• “Fees are billed quarterly in arrears via direct invoice to the Client and are payable by check or electronic payment.”
• “Fees are invoiced in arrears, generally quarterly, and are payable by check or electronic payment.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”

How Rubric Advisors LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its annual fee of $2,500-$25,000 spans the California median of $6,250. 79% of the 224 other California planners that publish an annual fee charge less.
• 10 of the 11 other planners in San Francisco that publish an annual fee charge less.

About Rubric Advisors LLC

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

Firm details from Form ADV

How the firm is paid

Hourly 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

336764

Website

rubricadvisors.com (opens in new tab)

Phone

(415) 406-6041

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco