Advantage Financial Consultants fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“We charge $125.00 per hour for financial planning, with a $250.00 minimum.”

Flat or project fee

$250

From the same sentence as above.

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

How Advantage Financial Consultants bills

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

• “After the beginning of each calendar quarter, accounts will be billed for 1/4th of the annual fee percentage, multiplied by the account balance on the last day of the preceding calendar quarter.”
• “If a refund is due, it will be based on the number of days remaining in the quarter applied to the most recent fee charged.”
• “All other consulting services are billed at an hourly rate of $125.00.”

How Advantage Financial Consultants’ fees compare

• Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Camarillo that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the California median of $5,000. None of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Camarillo that publish a flat or project fee charge less.

About Advantage Financial Consultants

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1991 (35 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Insurance analysis
• 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

1.5% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,217,265

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136441

Phone

(805) 302-6040

Other planners in Camarillo that publish fees

• Barry F.t. BolkerCamarillo$100⁠-⁠$175/hr, $1,000
• Brightpath Wealth Planning, LLCCamarillo$325/hr, $1,500⁠-⁠$5,000
• Kane Capital Advisors LLCCamarillo$250/hr
• 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

Compare all 7 planners in Camarillo