Sage Rhino Capital LLC fees and pricing

Financial planner in Menlo Park, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Sage Rhino Capital LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The maximum hourly fee to be charged will not exceed $500.”

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

“Annualized fees are billed on a monthly basis in advance based on the value of the account(s) on the last day of the previous month.”
“Fees are negotiable and will be deducted from client account(s).”
“In rare cases, our firm will agree to directly invoice.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
4 of the 5 other planners in Menlo Park that publish an hourly rate charge less.

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: 1.5% a year
Clients: 192
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $883,702,842
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 290148
Website: sagerhino.com (opens in new tab)
Phone: (650) 352-5600

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