Firm
Rugh Financial
Menlo Park, California
Fee-only
Rugh Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 23 individual clients.
- Its average account is about $857,000 (assets it manages divided by its 23 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Menlo Park, California |
|---|---|
| Website | rughfinancial.com |
| Phone | (650) 642-6624 |
Rugh 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 |
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 | $20 million |
| Individual clients | 23 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 6, 2026 |
| SEC record | CRD 147310 |