R
Ritter Wealth Counsel
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,604,000
Clients
19
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$3,610,737
About
Ritter Wealth Counsel offers fee-only wealth management and related financial planning primarily to high-net-worth individuals and families, and also serves trusts, estates, pension and charitable entities. The firm manages approximately $68.6 million for 19 client accounts and documents each engagement with a written Investment Policy Statement.
The firm’s process emphasizes long-term, diversified asset allocation using mutual funds and exchange-traded funds, with selective use of actively managed no-load funds where index options are not suitable. Client relationships are generally non-discretionary—transactions are executed only after client approval—and accounts are monitored with regular reporting, including quarterly performance and tax-related summaries.
Distinctive features include the firm’s predominant use of non-discretionary arrangements and its client focus on high-net-worth households rather than mass-market individual clients, which is less common among peers. The adviser operates as an independent, sole practitioner with decades of registration and prior experience advising specialized client groups (including a period as an NFLPA-registered player financial adviser).
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Income planning
General tax planning
Fee options
Flat fee arrangements may be negotiated and specified in Engagement Letter
$0 - $1,000,000: 1.0% $1,000,001 - $6,000,000: 0.6% $6,000,001 - $21,000,000: 0.4% $21,000,001+: 0.3%
$200 to $700 per hour, depending on service complexity
Account minimum: $1,000,000 Minimum fee: $2,500 per quarter minimum fee, may be waived or reduced based on negotiation Fee-only: Investment advisory fees based on assets under management; hourly fees also offered
Main office location
Ritter Wealth Counsel
25 Mitchell Blvd., Suite 1
San Rafael CA 94903, United States
Number of offices
1
Most active in
Ritter Wealth Counsel has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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