Adviceonly fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Adviceonly charges $50-$600 an hour, a flat or project fee of up to $10,000, and an annual fee of up to $25,000 for financial planning.
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
- $50-$600/hr
“Fees are based upon an hourly rate of $50 – $600, and an estimated amount of time expected to provide services to the Client.”
- Flat or project fee
- Up to $10,000
“The fee for Ongoing Financial Planning is a combination of an upfront fee ranging from $0 – $10,000 and a recurring annual fee ranging from $0 – $25,000, payable monthly, quarterly, or on an agreed-upon term, in advance or arrears.”
- Annual fee
- Up to $25,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adviceonly bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and dependent on the complexity of the Client's financial situation, scope of the engagement, the specific services requested, and the experience and qualifications of the Investment Adviser Representative providing the service.”
- “Fees for this service are payable by electronic funds transfer through an independent third-party payment processor.”
- “Upon termination for any reason, if fees were paid in advance, the fee will be prorated based on the work completed and any unearned fee will be refunded to the Client via electronic funds transfer.”
How Adviceonly’s fees compare
- Its hourly rate of $50-$600 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
- 43 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of up to $10,000 spans the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 30 of the 68 other planners in San Diego that publish a flat or project fee charge less.
- Its annual fee of up to $25,000 spans the California median of $6,250. 75% of the 224 other California planners that publish an annual fee charge less.
- 15 of the 21 other planners in San Diego that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Adviceonly
- Firm size: 6 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 6
- Services reported to regulators
- Financial planning
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334039
- Phone
- (619) 374-2261
Can advise clients in 15 states: Arizona, California, Colorado, Kentucky, Louisiana, Massachusetts, Maine, Minnesota, Missouri, New Jersey, New York, Pennsylvania, Texas, Utah, Washington
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
- Ats Wealth ManagementSan Diego$250-$450/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.