A.e.i. Financial Group fees and pricing
Financial planner in Santa Rosa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, A.e.i. Financial Group charges $275 an hour and a flat or project fee of $1,500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Services are offered based on an hourly fee of $275 per hour.”
- Flat or project fee
- $1,500-$4,000
“Services are offered based on a flat fee between $1,500 and $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How A.e.i. Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Refunds will be based on the hourly rate of $275, refunds owed to the client will automatically be sent via check.”
- “If additional fees are owed, Client will receive an invoice.”
- “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
How A.e.i. Financial Group’s fees compare
- Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$4,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.
About A.e.i. Financial Group
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 22
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3,285,476
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307099
- Phone
- (707) 538-8027
Other planners in Santa Rosa that publish fees
- Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
- JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
- JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
- Madson Wealth Advisors Inc.Santa Rosa$400/hr, $2,400-$5,000
- Polymita Wealth Management LLCSanta Rosa$2,500-$5,000, $250-$400/mo
- Swad Wealth Management LLCSanta Rosa$500/hr, $2,000-$20,000
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.