Seasonal Strategy fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Portfolio Analysis Standard hourly rates for Portfolio Analysis are $175.”

Annual fee

$3,000/yr

“The minimum fee is $3,000 per year.”

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

How Seasonal Strategy bills

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

• “If the client cancels service within the quarter that has been pre-paid, the canceling client will receive a pro- rated refund, based on how much of the quarter is left.”
• “The minimum fee may be negotiable under circumstances noted above.”
• “All such agreements may be terminated by either party with 30 days written notice: any fees paid in advance will be pro-rated to the date of termination and any unearned fees will be returned to client.”

How Seasonal Strategy’s fees compare

• Its hourly rate of $175 is below the Nevada median of $300. 9% of the 64 other Nevada planners that publish an hourly rate charge less.
• 1 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Nevada median of $8,000. 25% of the 16 other Nevada planners that publish an annual fee charge less.
• 1 of the 4 other planners in Reno that publish an annual fee charge less.

About Seasonal Strategy

• Principal: Robert J. Gavrich
• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Estate planning
• College 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% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

45

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$65,513,952

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134456

Website

seasonalstrategy.com (opens in new tab)

Phone

(415) 956-1721

Can advise clients in 2 states: California, Nevada

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000

Compare all 36 planners in Reno