Raub Brock Capital Management

Raub Brock Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 6 advisors are listed here; 3 of 6 hold the CFA.
• Its Form ADV reports 9 employees and 115 individual clients, 81 of them high net worth.
• Its average account is about $461,000 (assets it manages divided by its 6,352 accounts).

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

Facts

Raub Brock Capital Management fees

Raub Brock Capital Management 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

Advisors at this firm (6)

• Cheryl Gross

  CFP

• Eric Richards

  CFA

• Gregory Sommer

  CFA

• Patrick Tinucci

  CFA

• Richard Alpert

  CFP

• Zachary Norman

Other fee-only firms in Larkspur

• Shepherd Street Advisors
• Tamalpais Asset Management
• Proprietor Wealth Management

Fee-only advisors in California