PlannerFees

RWM Capital, LLC fees and pricing

Financial planner in Sugar Land, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 7, 2026, RWM Capital, LLC charges a flat or project fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$15,000
“In some cases, a fee greater or lesser then the typical fee range may be warranted but fees generally do not exceed $15,000 per plan.”

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

How RWM Capital, LLC bills

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

  • “A monthly investment management fee is billed monthly in arrears based on the average daily balance of the previous month.”
  • “In limited cases, we may invoice the client directly for the payment of fees.”
  • “Fees can be paid via check to RWM Capital, LLC.”

How RWM Capital, LLC’s fees compare

  • Its flat or project fee of $15,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Sugar Land that publish a flat or project fee charge less.

About RWM Capital, LLC

“Roberts Wealth Management provides financial planning and fee-based discretionary investment advisory services primarily to individual Clients and high-net worth individuals preparing for or in retirement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 63 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement 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
1.9% a year
Clients
1,437
Employees
63
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$222,369,012
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
310635
Website
instagram.com/robertswealthmgt (opens in new tab)
Phone
(832) 981-7000

Can advise clients in 7 states: Alabama, Florida, Indiana, Louisiana, Mississippi, New Hampshire, Texas

Other planners in Sugar Land that publish fees

Compare all 11 planners in Sugar Land

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.