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Firm

Rall Capital Management, Inc.

Rockledge, Florida

Fee-only

Rall Capital Management, Inc. at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 2 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 3 employees and 157 individual clients, 40 of them high net worth.
  • Its average account is about $288,000 (assets it manages divided by its 426 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Based inRockledge, Florida
Websiterallcapital.com/fee-only-financial-planning
Email[email protected]
Phone(321) 452-1251

Rall Capital Management, Inc. fees

Rall Capital Management, Inc. 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 byPercentage of assets · Fixed fees
Assets managed$123 million
Individual clients117
High-net-worth clients40
Accounts managed426
Employees3
Planning clients51-100
Registered withThe SEC (801-136005)
Financial planningOffered
Form ADV filedMarch 26, 2026
SEC recordCRD 132827

Advisors at this firm (2)

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