Fee only financial advisors in Sherman Oaks, California: hourly and flat fee prices
5 registered advisers based in Sherman Oaks offer financial planning for an hourly, fixed or subscription fee, with no commissions.
3 of the 5 fee only firms based in Sherman Oaks publish dollar fees. Their median hourly rate is $250. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $250-$500/hr | 3 firms |
Fee only advisors in Sherman Oaks and their published fees
3 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Billfold Budget CounselingNo AUM fee | $250/hr | Not published | $200/mo |
| Highline Wealth Partners | $500/hr | $5,000 | $500-$2,000/mo |
| Morse Group Investment Advisors | $250/hr | $1,000-$10,000 | 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.
- Beverly Hills Financial Planners, LLC
- Shucha Wealth Management LLC