Transparent Fees, Aligned with Your Success

Simple, Clear Prices for Gov-Con Professionals

At RPM Financial Group, we keep things simple and stress-free. Our pricing is tailored to fit your needs, so you know exactly what to expect as we help you reach your goals.

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Millennials looking at a computer and papers to manage their finances

At RPM Financial Group LLC, We Believe Your Goals Deserve a Personalized Approach

We offer more than investment management—we provide a holistic approach to your financial well-being. From tax strategies to retirement planning, our services are designed to simplify your financial life and help you focus on what matters most.

We Cater to Your Needs, With Services Like...

Financial Planning

We create a customized roadmap to help you achieve your long-term financial goals.

Investment Management

Your portfolio is tailored to your needs, with strategies designed to grow and protect your wealth.

Tax Planning Strategies

We help you keep more of what you earn with proactive, efficient tax strategies.

Insurance Analysis

Ensure you and your loved ones are protected with a personalized insurance review.

Retirement Planning

We’ll help you build a retirement plan that ensures financial independence and peace of mind.

Estate Planning

Plan for your legacy with strategies to simplify wealth transfer and minimize tax burdens.

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Flexible Pricing for Gov-Con Entrepreneur and Professionals

How Our Fees Work

We know everyone’s financial journey is different, so we’ve designed a flexible pricing structure to meet your needs—whether you’re looking for a financial plan, investment management, or both.

Assets Under Management (AUM) Fee

If you have at least $400,000 in assets under management (AUM), the <1% AUM fee covers both investment management (40%) and ongoing financial planning (60%).

This fee is tiered for larger portfolios, with lower percentages for higher balances (e.g., 0.85% for $1M–$2.5M).

The AUM fee is charged quarterly and provides comprehensive, ongoing support for both managing your investments and achieving your financial goals.

Assets Under Management

$0 - $1,000,000

1.00% Fee Annually

$1,000,001 - $2,500,000

0.85% Fee Annually

$2,500,000 - $5,000,000

0.65% Fee Annually

$5,000,000+

0.45% Fee Annually

Subscription Fee

Not quite at the $400,000 AUM minimum but still want ongoing financial planning? No problem.

Our subscription fee ranges from $300–$1,500/month and gives you access to the same great financial planning and investment guidance. It’s a simple way to stay on track without needing a large portfolio.

One-Time Planning Fee

Every client starts with a personalized financial plan, and that’s where our one-time upfront fixed fee comes in.

It’s $2,250 for households earning $100,000–$200,000 and $3,250+ for households earning more. This gets you a plan tailored to your goals—whether you’re building wealth, managing it, or planning ahead.

How it All Comes Together

No matter what, everyone starts with the One-Time Planning Fee, which gets you your personalized plan.
If you’ve got $400,000 or more in investments, the AUM Fee takes care of everything—no subscription needed.
If you don’t meet the AUM minimum, the Subscription Fee gives you access to ongoing planning and guidance.

We’ve made it simple, flexible, and transparent—so you can focus on reaching your goals without worrying about how it all works.