Eric Kho is a registered investment advisor at Ro2 Wealth, based in berkeley, CA. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
After the first year, clients can choose to continue with ongoing financial planning reviews:
- Essentials: $1,080 per year ($90/month or $270/quarter)
- Premium: $2,400 per year ($200/month or $600/quarter)
- Concierge: $4,200 per year ($350/month or $1050/quarter)
These reviews help clients stay on track with their financial, tax, estate, and family goals, and the plan is adjusted to reflect life changes or market shifts.
RO2 Wealth offers initial financial planning services for a 12-month period:
- Essentials: $1,200 ($200 setup + $100/month for 10 months), includes a comprehensive financial plan and up to 4 video meetings per year, plus unlimited access to the advisor via phone, email and chat. Households of two or more may incur an additional $500 fee.
- Premium: $3,000 ($200 setup + $280/month for 10 months), includes the Essentials plan plus quarterly portfolio analysis with 2 additional virtual sessions.
- Concierge: $5,000 ($200 setup + $480/month for 10 months), includes the Premium plan plus digital estate planning document creation and advisor deep dives into complex topics.
Location
2991 Sacramento St, Unit #177, berkeley, CA, 94702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ro2 Wealth
State Registrations1 state
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