Firm
RFK Capital Management
Sandy, Utah
Fee-only
Facts
| Based in | Sandy, Utah |
|---|---|
| Website | rfkcapitalmanagement.com |
| Phone | (801) 372-1446 |
RFK Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,400 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Financial Review : One-time fee of $3,400." source
"DIY Investing Service : One-time fee of $4,900." source
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 | Fixed fees |
|---|---|
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 295075 |