Ruggiero Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$50,000

“The rate for creating client financial plans is $50,000.”

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

How Ruggiero Investments bills

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

• “Our fee billing is quarterly, in advance, and is calculated using the average daily balance of the client’s account during the billing period.”
• “These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Ruggiero Investments’ fees compare

• Its flat or project fee of $50,000 is above the Florida median of $4,900. 97% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Ruggiero Investments

• Firm size: 5 employees.
• Founded: 2013 (13 years).

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

2.5% a year

Clients

392

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$137,578,827

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

169180

Website

instagram.com/ruggieroinvestments (opens in new tab)

Phone

(800) 777-4726

Can advise clients in 10 states: California, Florida, Georgia, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, South Carolina, Texas

Other planners in West Palm Beach that publish fees

• Agnello Financial Group, Inc.West Palm Beach$250/hr
• Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
• Blue Marlin Advisors, LLCWest Palm Beach$400⁠-⁠$500, $200⁠-⁠$350/mo
• Blue Ocean CapitalWest Palm Beach$100⁠-⁠$300/hr
• Capital Asset Management Group, Inc.West Palm Beach$300/hr
• FacetWest Palm Beach$2,600⁠-⁠$10,000/yr

Compare all 21 planners in West Palm Beach