Ruby Pebble Financial Planning provides financial planning and investment management services to individuals. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management is offered alongside ongoing financial planning. Fees can be hourly or fixed, depending on client needs.
Assets Under Management$4M
Clients6
Advisors1
Avg. per Client$670K
Avg. per Advisor$4M
Fee Structure
Investment management is offered alongside ongoing financial planning. You can pay an hourly fee or an annual fixed fee, depending on your needs. The fixed fee is typically 1% of your investments, but this can be negotiated. The hourly rate is $400 per hour. RPFP will discuss the fee options with you and determine which is appropriate based on your financial needs.
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