Adap Tax Financial, Inc. fees and pricing
Financial planner in Pleasanton, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Adap Tax Financial, Inc. charges $400 an hour and an annual fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly charges are currently $400 and yearly retainers usually start at $4,000.”
- Annual fee
- $4,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adap Tax Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We generally charge an initial non-refundable onboarding fee and charge in arrears on a quarterly basis.”
- “If clients end our service agreement before the end of the three-month billing period, the fee will be prorated based on the number of days the contract was in force.”
- “Fees are billed and due in accordance with the specific terms agreed to in the financial planning services agreement.”
How Adap Tax Financial, Inc.’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
- Its annual fee of $4,000 is below the California median of $6,250. 29% of the 224 other California planners that publish an annual fee charge less.
- None of the 2 other planners in Pleasanton that publish an annual fee charge less.
About Adap Tax Financial, Inc.
“We offer financial planning, investment advisory, tax preparation and tax representation services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
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
- 2% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $38,355,768
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293211
- Phone
- (925) 218-2301
Other planners in Pleasanton that publish fees
- Abundance AdvisersPleasanton$500/hr, $500
- Carr Wealth Management LLCPleasanton$150/hr
- Golkonda Investment AdvisorsPleasanton$500-$10,000
- Grant Private Wealth ManagementPleasanton$250/hr, $1,500-$15,000
- Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
- Mirador Capital PartnersPleasanton$2,500
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.