Ajay Agrawal fees and pricing

Financial planner in Fremont, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Ajay Agrawal charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “The Advisor’s hourly fee will be billed at a rate of $250 per hour, and the fee rate may be negotiated at the sole discretion of the Advisor.”

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

“Fees are negotiable and the Plan Sponsor and Advisor may agree to a minimum annual fee and/or a maximum annual fee.”
“The consulting fee is payable monthly or quarterly, in advance or arrears.”
“Fees payable in advance will be based on the fair market value of assets in the Plan at the beginning of each billing period.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
None of the 5 other planners in Fremont that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.6% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $737,480
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334610
Phone: (310) 923-2529

Is something on this page wrong or out of date?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.