Alpha Strategies Investment Consulting fees and pricing

Financial planner in Ladera Ranch, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Alpha Strategies Investment Consulting charges $650 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $650/hr; “Consultant - $650/hour Consultant - $500/hour Analyst - $250/hour Sr.”

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

“Consultant - $500/hour Consultant - $350/hour Analyst - $250/hour $4,000 Litigation support, report writing and trial preparation Retainer Fee Charged (8 hours) Our fees may be negotiable depending on the nature and complexity of each client’s circumstances.”
“Our fees charged for investment consulting and due diligence are due either monthly or quarterly in arrears.”
“Typically, we will send an invoice, which is payable upon receipt.”

Its hourly rate of $650 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.

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: 2
Services reported to regulators: Financial planning, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 151782
Website: asinvestmentgroup.com (opens in new tab)
Phone: (310) 993-9952

Is something on this page wrong or out of date?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