PlannerFees

Applied Advisor fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 3, 2026, Applied Advisor charges $285 an hour and a flat or project fee of $285 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$285/hr
“On January 1, 2026 the advisor's hourly rate was $285.”
Flat or project fee
$285
“The minimum cost of a financial planning or investment advisory project is $285.”

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

How Applied Advisor bills

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

  • “Fees are non-negotiable; however, discounts may be available from time to time as part of a promotion.”
  • “Excess fees collected by Applied Advisor will be refunded immediately via first class mail or via refund to your credit card.”
  • “Fees will be billed according to the terms of the Service Agreement.”

How Applied Advisor’s fees compare

  • Its hourly rate of $285 is below the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
  • 12 of the 35 other planners in San Francisco that publish an hourly rate charge less.
  • Its flat or project fee of $285 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
  • 1 of the 35 other planners in San Francisco 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 Applied Advisor

“Applied Advisor, LLC dba Applied Advisor provides fee-only financial planning to individuals and families with a focus on clients with invested assets valued between $0 to $5,000,000. Applied Advisor offers project-by-project services compensated by an hourly fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Insurance analysis
  • 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
127
Employees
1
Works with
Individuals, high net worth individuals, and other
Services reported to regulators
Financial planning, selecting other advisers, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
126725
Website
appliedadvisor.com (opens in new tab)
Phone
(415) 325-2042

Other planners in San Francisco that publish fees

Compare all 107 planners in San Francisco

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.