Ritter Wealth Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
25 Mitchell Blvd., Suite 1
San Rafael CA 94903
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Ritter Bruce Charles · Ritter Private Wealth Counsel · Ritter Wealth Counsel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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