Firm
RHS Financial
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | rhsfinancial.com |
| Phone | (415) 495-2900 |
RHS Financial 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"on the first $500,000" source
"Our wealth management approach is either paid for by assets under management." 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 | Percentage of assets |
|---|---|
| Assets managed | $220 million |
| Individual clients | 75 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 149435 |