RZH Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400⁠-⁠$600/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis, and from $400 to $600 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$2,500⁠-⁠$50,000

From the same sentence as above.

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

How RZH Advisors LLC bills

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

• “All arrangements concerning fees and services will be agreed upon in advance and will be in a written contract.”
• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How RZH Advisors LLC’s fees compare

• Its hourly rate of $400-$600 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Stamford that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Connecticut median of $5,125. 97% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Stamford that publish a flat or project fee charge less.

About RZH Advisors LLC

• Firm size: 11 employees.
• Registered as an adviser: 2010 (16 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

Clients

451

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$2,448,559,106

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

125696

Website

linkedin.com/in/jean-paul-atallah (opens in new tab)

Phone

(203) 355-0880

Can advise clients in 14 states: California, Connecticut, District of Columbia, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Rhode Island, Texas, Virginia, Washington

Other planners in Stamford that publish fees

• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr
• Euclid Harding, LLCStamford$500/hr, $750/qtr
• Quarve Associates, LLCStamford$500/hr
• Sovereign Financial Group, Inc.Stamford$200⁠-⁠$450/hr, $1,500⁠-⁠$10,000
• Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000⁠-⁠$15,000

Compare all 15 planners in Stamford