77 Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“The fee for financial planning services will range from $2,000 to $10,000 per plan, depending on complexity and tax involvement. 77 Financial Group also charges $1,000 for a one-time portfolio recommendation for those who do not place assets under management.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 77 Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “The consulting fee is payable quarterly, in advance, based on the fair market value of assets in the Plan as of the opening of business on the first business day of each quarter.”
• “The consulting fee in the first quarter of the Agreement shall be prorated from the inception date to the end of the quarter.”

How 77 Financial Group’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About 77 Financial Group

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

78

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$27,078,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312367

Website

77financialgroup.com (opens in new tab)

Phone

(858) 283-7185

Can advise clients in 3 states: Arizona, California, Virginia

Other planners in Carlsbad that publish fees

• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr
• Cornerstone Wealth Advisors, Inc.Carlsbad$250/hr, $10,000

Compare all 34 planners in Carlsbad