Fee only financial advisors in Palm Desert, California: hourly and flat fee prices

7 registered advisers based in Palm Desert offer financial planning for an hourly, fixed or subscription fee, with no commissions.

3 of the 7 fee only firms based in Palm Desert publish dollar fees. Their median flat or project fee is $7,750. Updated October 2026.

What advisors in Palm Desert charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$7,750$1,750⁠-⁠$17,6253 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Palm Desert and their published fees

3 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Agewise Financial Inc.Not published$1,500⁠-⁠$2,000Not published
Hardworking Capital Advisors, LLC$500/hr$250⁠-⁠$35,000$895⁠-⁠$1,800/yr
Weisberg Capital ManagementNot published$500⁠-⁠$15,000Not published
Other registered firms that don't publish dollar fees (4)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in California