Appian Way Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Appian Way Financial LLC Form ADV Part 2A – 20260322 Page 8 of 26 Fixed Fee At our discretion we may offer you financial planning on a fixed fee basis, generally ranging from $500 to $5,000.”

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

How Appian Way Financial bills

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

• “Published fees may be discounted at the discretion of our firm but they should not be considered negotiable.”
• “An initial deposit of up to $500 is required for our financial planning services, as defined in your agreement Fees may be paid by check or teller’s draft from US-based financial institutions.”
• “We do not retain debit or credit card information.”

How Appian Way Financial’s fees compare

• 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.
• 7 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Appian Way Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1.25% a year

Clients

104

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$142,870,837

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168109

Phone

(626) 210-2660

Other planners in Pasadena that publish fees

• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000
• Garabedian Wealth Management GroupPasadena$500/hr

Compare all 35 planners in Pasadena