Affinity Asset Management fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$250/hr

“On a fixed fee basis, subject to the scope of the services rendered, and the specific arrangement reached with the client, fixed fee is ranging from $5000 to $17,500 per year. if additional services provided outside the agreed upon scope, such services will be billed on an hourly basis ranging from $100 to $250 per…”

Annual fee

$5,000⁠-⁠$17,500/yr

From the same sentence as above.

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

How Affinity Asset Management bills

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

• “All fees are negotiable and agreed upon prior to entering into an ongoing service agreement.”
• “The fee will be rolled from year-to-year unless rate change notice is sent 30 “Thirty” days in advance and explicit client consent is obtained.”
• “In the fixed-fee basis agreement, the fee is billed and paid on a quarterly basis in arrears.”

How Affinity Asset Management’s fees compare

• Its hourly rate of $100-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• Its annual fee of $5,000-$17,500 spans the California median of $6,250. 72% of the 224 other California planners that publish an annual fee charge less.

About Affinity Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331296

Website

affinityassetmanagement.net (opens in new tab)

Phone

(909) 438-5191

Other planners in California that publish fees

• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

Compare all 1,914 planners in California