Sage Rhino Capital

Sage Rhino Capital at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 9 advisors are listed here; 1 of 9 hold the CFA.
• Its Form ADV reports 10 employees and 192 individual clients, 139 of them high net worth.
• Its average account is about $588,000 (assets it manages divided by its 1,502 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Sage Rhino Capital fees

Sage Rhino Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (9)

• Alex Owens

• Caroline Novak

• Dana Franco-Young

• Denise Farkas

• Igor Lotsvin

  CFA

• Laura Ponticello

• Mia Carla Dizon

• Nicole Glazer

• Philip Baran

Other fee-only firms in Menlo Park

• Think Different Financial Planning
• Avalon Capital Management
• Branch & Bloom Financial Planning, LLC
• ClearPath Capital Partners
• Nelson Capital Management
• Oak Peak Financial
• Roberts Wealth Advisors
• Rugh Financial

Fee-only advisors in California