Firm
RightWise Wealth
Las Vegas, Nevada
Fee-only
Facts
| Based in | Las Vegas, Nevada |
|---|---|
| Website | rightwisewealth.com |
| Phone | (702) 986-0868 |
RightWise Wealth 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.
| Ongoing planning | From $4,700 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"that fee varies by the size and complexity of household from $1,175 to $1,925." source
"All assets below $1,000,000" source
"from $1,175 to $1,925." source
"A minimum quarterly fee applies for our financial planning services" 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 · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 37 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 324252 |