SERVICES & FEES

Independent Financial Planning and Wealth Management

At Rinzler Capital, we are proud to offer full transparency in our pricing model. This is something often unavailable when engaging with larger firms.

We charge a flat dollar fee for every service below. A flat dollar fee means our advisors are free of the normal conflicts of interest that plague this industry. We are able to give advice regardless of where the assets end up.

The Plan:

  • Retirement Planning
  • Tax Planning
  • Income Projections
  • Insurance Planning
  • Estate Planning
  • Debt Management
  • Investment Management

The Support:

  • Two official planning reviews per year
  • On-demand access to your advisor, whether through video, in-person meetings, or text
  • Collaboration with other financial service professionals

The Tech:

  • Access to a modern financial planning dashboard to check your progress
  • Access to a cash flow and budgeting tool
  • Live data integrations

FLAT FEE PRICING

Financial Planning +
Investment Management

(Includes professional management of a diversified portfolio following our proprietary standards)

For Resident Physicians

$2,500/year

For Attending Physicians

$6,500/year

Can be billed quarterly or monthly.
Can be paid from investment accounts or via ACH.

GET STARTED

FLAT FEE PRICING

Financial Planning +
Investment Management

(Includes professional management of a diversified portfolio following our proprietary standards)

For Resident Physicians

$2,500/year

For Attending Physicians

$6,500/year

Can be billed quarterly or monthly.
Can be paid from investment accounts or via ACH.

GET STARTED