Firm
Rubric Advisors
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | rubricadvisors.com |
| [email protected] | |
| Phone | (415) 406-6041 |
Rubric Advisors 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 $2,500 a year |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 0.8% a year on the first tier of assets |
| Account minimum | $50,000 |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"$2,500 to $25,000 per year" source
"$250 per hour" source
"$0 to $3,000,000 0.80% per year" source
"We require a minimum of $50,000 to open and maintain an advisory account" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 336764 |