Advanced Financial Strategies Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“We will charge you for all Comprehensive and Modular Financial Planning, Business and Estate Planning services at the following rates: $400.00 per hour for all work performed by Pierre Ngo $200.00 per hour for all work performed by a Certified Financial Planner $100.00 per hour for all work performed by Registered…”

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

How Advanced Financial Strategies Inc bills

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

• “All outstanding fees shall be due and payable within thirty (30) days from the date when we present the plan to you.”
• “Management fees, which are payable quarterly in arrears, are calculated as a percentage of each account(s).”

How Advanced Financial Strategies Inc’s fees compare

• Its hourly rate of $200-$400 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Irvine that publish an hourly rate charge less.

About Advanced Financial Strategies Inc

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

137

Employees

6

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$251,748,030

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108296

Website

afsplanning.com (opens in new tab)

Phone

(949) 502-5333

Can advise clients in 2 states: California, Texas

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000
• Castle Capital ManagementIrvine$250⁠-⁠$450/hr, $2,500⁠-⁠$5,000

Compare all 58 planners in Irvine