Fee only financial advisors in Lodi, California: hourly and flat fee prices
5 registered advisers based in Lodi offer financial planning for an hourly, fixed or subscription fee, with no commissions.
3 of the 5 fee only firms based in Lodi publish dollar fees. Updated October 2026.
Fee only advisors in Lodi and their published fees
3 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Arbor Family Wealth Advisors, Inc.No AUM fee | Not published | $25,000-$50,000 | $25,000-$75,000/yr |
| Aspire Advisory Services | $80/hr | Not published | Not published |
| Mccann Investment Management LLC | $200/hr | Not published | Not published |
No firms match these filters.
Other registered firms that don't publish dollar fees (2)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.