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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - RIDGELINE WEALTH PLANNING LLC, filed 1 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ridgeline Wealth Planning use?","answer":"Ridgeline Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $252M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ridgeline Wealth Planning have?","answer":"Ridgeline Wealth Planning has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ridgeline Wealth Planning invest in?","answer":"At the end of its last fiscal year, Ridgeline Wealth Planning’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents and 1% other. 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