Fee only financial advisors in Pleasanton, California: hourly and flat fee prices
14 registered advisers based in Pleasanton offer financial planning for an hourly, fixed or subscription fee, with no commissions.
13 of the 14 fee only firms based in Pleasanton publish dollar fees. Their median hourly rate is $275 and their median flat or project fee is $5,250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $250-$400/hr | 10 firms |
| Flat or project fee | $5,250 | $2,500-$8,250 | 9 firms |
| Annual retainer | $6,000/yr | $4,000-$10,000/yr | 3 firms |
Fee only advisors in Pleasanton and their published fees
13 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Abundance Advisers | $500/hr | $500 | Not published |
| Adap Tax Financial, Inc. | $400/hr | Not published | $4,000/yr |
| Carr Wealth Management LLC | $150/hr | Not published | Not published |
| Golkonda Investment AdvisorsNo AUM fee | Not published | $500-$10,000 | Not published |
| Grant Private Wealth Management | $250/hr | $1,500-$15,000 | $10,000/yr |
| Kaizen Financial Strategies, LLC | $500/hr | $10,000 | Not published |
| Mirador Capital Partners | Not published | $2,500 | Not published |
| Prudent Prospera Planning, Inc. | $250/hr | $1,500-$5,000 | Not published |
| RPG Investment Advisory, LLC | $250/hr | $600-$1,800 | Not published |
| Sierra Pacific Private Wealth, LLC | $250-$350/hr | Not published | Not published |
| Sobora Capital | $150-$300/hr | $1,000-$25,000 | Not published |
| The R.l. Brown Advisory Group, LLC | Not published | Not published | $250/qtr |
| Worthique | $300/hr | $4,000-$8,000 | $6,000/yr |
No firms match these filters.
Other registered firms that don't publish dollar fees (1)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.