Transparent Fees, Aligned with Your Success

Simple, Clear Prices for Gov-Con Professionals

At RPM Financial Group, we keep things simple and stress-free. Our pricing is tailored to fit your needs, so you know exactly what to expect as we help you reach your goals.

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Millennials looking at a computer and papers to manage their finances

At RPM Financial Group LLC, We Believe Your Goals Deserve a Personalized Approach

We offer more than investment management—we provide a holistic approach to your financial well-being. From tax strategies to retirement planning, our services are designed to simplify your financial life and help you focus on what matters most.

We Cater to Your Needs, With Services Like...

Financial Planning

We create a customized roadmap to help you achieve your long-term financial goals.

Investment Management

Your portfolio is tailored to your needs, with strategies designed to grow and protect your wealth.

Tax Planning Strategies

We help you keep more of what you earn with proactive, efficient tax strategies.

Insurance Analysis

Ensure you and your loved ones are protected with a personalized insurance review.

Retirement Planning

We’ll help you build a retirement plan that ensures financial independence and peace of mind.

Estate Planning

Plan for your legacy with strategies to simplify wealth transfer and minimize tax burdens.

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Flexible Pricing for Gov-Con Entrepreneur and Professionals

How Our Fees Work

We know everyone’s financial journey is different, so we’ve designed a flexible pricing structure to meet your needs—whether you’re looking for a financial plan, investment management, or both.

Assets Under Management (AUM) Fee

If you have at least $400,000 in assets under management (AUM), the <1% AUM fee covers both investment management and ongoing financial planning.

This fee is tiered for larger portfolios, with lower percentages for higher balances (e.g., 0.85% for $1M–$2M).

The AUM fee is an annual fee billed monthly and provides comprehensive, ongoing support for both managing your investments and achieving your financial goals.

Assets Under Management
$0 - $1,000,000
1.00% Fee Annually
$1,000,001 - $2,000,000
0.85% Fee Annually
$2,000,001+
0.65% Fee Annually

One-Time Planning Fee

What You Get with Our Financial Planning Fee
  • Personalized Financial Plan: If you're starting with a comprehensive financial plan, there's a One-time Financial Plan Fee of $3,600. This is a base fee that covers most plans and includes 12 months of ongoing support to help you put it into action. For more complex plans requiring over 8 hours of work, an additional cost of $300 per hour may apply, but we will always discuss this with you before completing the plan. You can pay this fee in two ways: either half upfront and the rest when your plan is finished, or through monthly payments of $300 over 12 months.

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This fee includes:

  • A tailored financial plan
    Designed around your unique goals—whether you're:
    • Growing your wealth
    • Managing what you’ve built
    • Planning ahead for retirement, legacy, or life transitions
  • 12 months of support and implementation
    Our relationship doesn’t stop at the plan. We stay engaged with you over the first year to:
    • Put recommendations into action
    • Help you adjust as life evolves
    • Keep you accountable and on track
  • A strategic, personalized roadmap
    Your plan is more than a document—it’s a living guide backed by professional insight, aligned with your values, and built for real results.
  • You’ll also get access to your financial planning software, RightCapital, through their secure client portal—available via the RightCapital app or at rightcapital.com. This gives us the ability to keep your financial plan updated in real-time, so it always reflects your current goals, accounts, and life changes.

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Subscription Fee

Not at the $400,000 AUM mark yet? No worries.
You don’t need a massive portfolio to get real, ongoing financial planning. For $300/month, you get full access to personalized advice, investment guidance, and a year-round service calendar that keeps your financial life on track. The subscription fee is pro-rated based on assets invested with RPM. For instance, if you have $200,000 to invest, your monthly subscription fee would be only $150/month.

Here’s what’s included throughout the year:

✅ (3) Check-Ins –

Review progress, update goals, and stay aligned
✅ Ongoing Tax Planning – In coordination with your CPA to keep you optimized
✅ Cash Flow & Budget Strategy – Built for real life (and yes, with room for travel and fun)
✅ Retirement Readiness – Whether it’s 10 years or 30 years out
✅ Equity Comp & Benefits Planning – RSUs, ESPPs, 401(k)s—we’ve got you
✅ Student Loan & Debt Strategy – Real-world solutions, not just theory
✅ Insurance & Risk Review – Make sure you’re covered (but not overpaying)
✅ Investment Guidance – Aligned with your values and goals, not just performance
✅ Access to On-Demand Advice – Life moves fast, so should your financial plan

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No stuffy minimums, no outdated rules—just smart planning, on your terms.

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How it All Comes Together

  • All clients who wish to start off with a financial plan, we start with the One-Time Planning Fee, which gets you your personalized plan. Details listed above.
  • If you choose RPM Financial Group to solely manage your investments, see AUM Grid above.
  • If you’ve got $400,000 or more in investments with RPM, the AUM Fee covers all our services (except for the initial financial plan).—no subscription needed.
  • If you don’t meet the AUM minimum, the Subscription Fee gives you access to ongoing planning and guidance.

We’ve made it simple, flexible, and transparent—so you can focus on reaching your goals without worrying about how it all works.