Afs Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly fees range from $150 to $500, depending on AFS Investments Page 16 Form ADV Part 2A Disclosure Brochure- the complexity of the client’s situation.”

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

How Afs Investments bills

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

• “Fees are assessed based on the percentage assigned to breakpoint obtained by the ADB and billed in advance of the new billing period.”
• “Fees are prorated (based on the number of days service is provided during the initial billing period) for an account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period is due immediately and will be deducted from Account when services commence.”

How Afs Investments’ fees compare

• Its hourly rate of $150-$500 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.

About Afs Investments

• Firm size: 5 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

1.5% a year

Clients

139

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$56,484,415

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

163928

Website

afs-investments.com (opens in new tab)

Phone

(916) 987-7335

Other planners in Turlock that publish fees

• Hillberg Capital Management, LLCTurlock$300/hr
• Integral Wealth ManagementTurlock$1,500⁠-⁠$10,000
• 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

Compare all 3 planners in Turlock