Abramson Financial Planning, LLC fees and pricing
Financial planner in Burlingame, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 2, 2026, Abramson Financial Planning, LLC charges $320 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $320/hr
“Fees are determined using the rate of $320.00 per hour, billed in six-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abramson Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are not negotiable; however, fees may be discounted or waived at the sole discretion of Lorne Abramson.”
- “Abramson Financial requires a one– hour minimum for this service, with any additional time billed in 6-minute increments.”
- “Our published fees are not negotiable; however, we may discount or waive fees at the sole discretion of Lorne Abramson.”
How Abramson Financial Planning, LLC’s fees compare
- Its hourly rate of $320 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Abramson Financial Planning, LLC
- Principal: Lorne Abramson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321158
- Phone
- (650) 434-4630
Can advise clients in 2 states: California, New York
Other planners in Burlingame that publish fees
- Circuit Wealth LLCBurlingame$2,500
- Tessara WealthBurlingame$350/hr, $7,200-$9,600/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.