Firm
Ralicki Wealth Management & Trust Services
Stuart, Florida
Fee-only
Ralicki Wealth Management & Trust Services at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 98 individual clients, 30 of them high net worth.
- Its average account is about $510,000 (assets it manages divided by its 253 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Stuart, Florida |
|---|---|
| Website | ralickiwm.com |
| Phone | (772) 221-4508 |
Ralicki Wealth Management & Trust Services fees
Ralicki Wealth Management & Trust Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $129 million |
| Individual clients | 68 |
| High-net-worth clients | 30 |
| Accounts managed | 253 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-124724) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 141192 |