RGC Wealth Planning Group offers comprehensive financial planning, ongoing financial planning retainers, hourly financial consulting, portfolio reviews, and employer benefits optimization. RGC Wealth Planning Group tailors its advice to each client's specific financial situation, goals, time horizon, and risk tolerance. Because RGC Wealth Planning Group does not provide discretionary asset management or execute trades, clients remain responsible for deciding whether and how to implement recommendations. The firm does not sell securities or insurance products for commission and operates strictly on a fee-only basis.
Fee Structure
RGC Wealth Planning Group charges ongoing planning retainers as fixed monthly fees ranging from $500 to $3,000 per month, depending on the scope of services required.
- Comprehensive financial plan — $5,000 to $10,000 as a fixed fee, depending on scope and complexity
- Hourly financial consulting — $250 to $500 per hour, depending on complexity