Firm
Retirement Capital Strategies
San Jose, California
Fee-only
Retirement Capital Strategies at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 6 employees and 261 individual clients, 64 of them high net worth.
- Its average account is about $487,000 (assets it manages divided by its 627 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | login.bdreporting.com/auth/rcs/signin |
| Phone | (408) 551-6100 |
Retirement Capital Strategies fees
Retirement Capital Strategies 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 | $305 million |
| Individual clients | 197 |
| High-net-worth clients | 64 |
| Accounts managed | 627 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-70918) |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 139009 |