Anzai Financial fees
Financial planner in Sacramento, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 12, 2026, Anzai Financial (Sacramento, CA) charges $600-$1,000 an hour and a flat or project fee of $4,000-$8,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Hourly rate
- $600-
$1,000/hr Above the California median of $300; 99% of the 524 other planners in California that publish an hourly rate charge less. All 4 other planners in Sacramento charge less.
“Financial Planning engagements are offered at an hourly range of $600 - $1,000 per hour, depending on complexity, and time in service.”
- Flat or project fee
- $4,000-
$8,000 Runs from below the California median of $5,000 to above it.
“The fixed fee range is $4,000 - $8,000 based on complexity, and time in practice.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Anzai Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee is due at the beginning of the engagement and the remainder is due upon completion.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “The fee may be negotiable in certain cases and half of the fee is due at the inception of the engagement and the remainder due upon the completion of the engagement.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 343874 (opens in new tab)
- Phone
- (916) 298-9204
Other planners in Sacramento that publish fees
- Baluden FinancialSacramentoFlat $1,500-$2,400
- Endeavor Financial PlanningSacramentoHourly $300/hr, Annual $3,000-$5,000/yr
- Rooney Wealth ManagementSacramentoFlat $2,000, Monthly $250/mo
- Sefton Financial PlanningSacramentoHourly $150/hr, Annual $2,500-$12,000/yr
- Slalom Wealth Management, LLCSacramentoHourly $350/hr, Flat $2,500-$10,000
- Soesbe FinancialSacramentoHourly $425/hr
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.