Rudd and Wisdom, Inc. fees and pricing

Financial planner in Austin, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Rudd and Wisdom, Inc. charges $650 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$650/hr
“Our fees for assisting individuals with financial advice or planning are task specific and based upon the number of hours worked and the following hourly rates: $650 per hour for Ronald W.”

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

How Rudd and Wisdom, Inc. bills

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

  • “Our fees are billed to our individual clients after services are completed.”
  • “Our fees are billed to our employer and retirement plan sponsor clients on a periodic (usually monthly) basis.”

How Rudd and Wisdom, Inc.’s fees compare

  • Its hourly rate of $650 is above the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
  • 57 of the 57 other planners in Austin that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Rudd and Wisdom, Inc.

  • Firm size: 35 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
35
Services reported to regulators
Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
115092
Website
ruddwisdom.com (opens in new tab)
Phone
(512) 346-1590

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