Ale LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$1,000⁠-⁠$10,000

“Flat fees range from $1,000 to $10,000.”

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

How Ale LLC bills

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

• “The remainder of the fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
• “Our Pension Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Clients will be invoiced directly for the fees.”

How Ale LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.

About Ale LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 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

Clients

9

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$7,831,805

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281237

Website

alellc.com (opens in new tab)

Phone

(650) 315-8695

Other planners in Pleasant Hill that publish fees

• Compass Wealth Planning LLCPleasant Hill$3,000⁠-⁠$5,000
• Owl and Ore Wealth PlanningPleasant Hill$400/mo, $2,000/yr
• 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

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