395 Financial Planning fees
Financial planner in Mammoth Lakes, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, 395 Financial Planning (Mammoth Lakes, CA) charges from $395 an hour, a flat or project fee of $395-$10,000, and a monthly fee of $395 for financial planning.
- Website: 395financialplanning.com (opens in new tab)
- Call (760) 914-4961
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change.
- Hourly rate
- From $395/hr
Starts at $395, at or above the California median of $300.
“Financial Planning engagements are offered at an hourly rate starting at $395 per hour, depending on complexity.”
- Flat or project fee
- $395-
$10,000 Runs from below the California median of $5,000 to above it.
“The fixed fee can range between $395 and $10,000.”
- Monthly fee
- $395/mo
“Ongoing Financial Planning consists of an ongoing fee that is paid monthly in advance at a rate of $395 based on complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How 395 Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
- “The fee may be negotiable in certain cases and is due at the completion of the engagement.”
About 395 Financial Planning
“Ongoing Financial Planning By paying a fixed fee, Clients get to work with a planner who will work with them to develop and implement their plan.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and monthly planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 9, 2026
- CRD number
- 335271 (opens in new tab)
- Phone
- (760) 914-4961
More planners in California that publish fees
- Riverwest Financial LLCPetalumaHourly up to $250/hr
- Aquila Wealth AdvisorsSan Luis ObispoAnnual up to $36,000/yr
- Fata FinancialTiburonHourly $500/hr
- LLG Wealth ManagementDiamond BarAnnual $3,000-$15,000/yr
- Align Wealth Management, LLCSan JoseHourly $300-$800/hr, Flat up to $50,000
- Confianza Wealth ManagementVistaFlat up to $6,000, Monthly $300-$500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.