Ridgeline Wealth Planning LLC
SEC RegisteredGuiding Clients with Genuine Care
About the firm
Ridgeline is a fee-only, fiduciary wealth planning firm that walks clients through all of life's financial decisions with integrity and a team-based approach. They create personalized financial plans that bring together retirement, investment, tax, estate, and business planning to reflect each client's goals and priorities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax planning, investment management, estate planning, financial organization, and business decision guidance. The firm offers personalized, ongoing financial planning as a fee-only fiduciary.
Who they serve
Individuals and business owners facing life transitions and financial decisions, including those planning for retirement, managing taxes, or preparing for a business exit.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.00% |
| $2,000,001 - $4,000,000 | 0.90% |
| $4,000,001 - $7,000,000 | 0.80% |
| $7,000,001 and Up | 0.65% |
Data as of October 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ridgeline Wealth Planning LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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