Firm
Rutherford Asset Planning
Tampa, Florida
Fee-only
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | rutherfordasset.com |
| [email protected] | |
| Phone | (813) 343-4501 |
Rutherford Asset Planning 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 |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1% for the first $1,000,000 in assets under management and 0.5% for amounts exceeding that" source
"New clients typically have a minimum of $2,000,000 in transferable investment assets." source
"1% for the first $1,000,000 in assets under management and 0.5% for amounts exceeding that" 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 | $181 million |
| Individual clients | 36 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 128036 |