Alpha & Omega fees and pricing
Financial planner in La Mesa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 15, 2026, Alpha & Omega charges $200-$550 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$550/hr
“The hourly fee for these services is between $200 and $550.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpha & Omega bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio 7 Management Fees – SMAs are withdrawn directly from the client's accounts with client's written authorization on a quarterly basis or may be invoiced and billed directly to the client on a quarterly basis.”
- “Clients may select the method in which they are billed.”
- “For any partial billing period, the fee will be prorated based upon the number of days an Account was open during such period.”
How Alpha & Omega’s fees compare
- Its hourly rate of $200-$550 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 6 other planners in La Mesa that publish an hourly rate charge less.
About Alpha & Omega
- Firm size: 11 employees.
- Founded: 1975 (51 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
- 1.12% a year
- Clients
- 137
- Employees
- 11
- 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, pension consulting, selecting other advisers, and other services
- Assets managed
- $40,268,252
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105548
- Phone
- (619) 462-7812
Can advise clients in 5 states: California, Colorado, Louisiana, New York, Texas
Other planners in La Mesa that publish fees
- Bruce Mcindoe & Associates, Inc.La Mesa$100/hr
- Craig V. Castanos CPALa Mesa$300/hr, $1,000-$5,000
- Esi Financial Services, Inc.La Mesa$375/hr, $3,000
- Ing WealthLa Mesa$150-$250/hr, $1,500-$9,500
- Petix & Botte FinancialLa Mesa$250/hr, $500-$3,000
- Tweet Management Services, Inc.La Mesa$500/hr, $300/mo
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.