Amb Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate is $200.”

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range between $500 and $5,000.”

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

How Amb Financial LLC bills

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

• “The fee is based on the assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $500 to $5,000.”

How Amb Financial LLC’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Temecula that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Temecula that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Amb Financial LLC

• Principal: Michael Burke
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,882,394

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329930

Phone

(951) 283-2531

Other planners in Temecula that publish fees

• Bridger Financial Services, LLCTemecula$150/hr, $500⁠-⁠$2,500
• Cme Strategic Wealth ManagementTemecula$500⁠-⁠$3,000
• Corcoran Wealth Management LLCTemecula$250/hr, $500⁠-⁠$1,000
• 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

Compare all 10 planners in Temecula