Asage Financial LLC fees
Financial planner in Lafayette, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Asage Financial LLC (Lafayette, CA) charges $400 an hour and a flat or project fee of $5,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the California median of $300; 76% of the 524 other planners in California that publish an hourly rate charge less. Both other planners in Lafayette charge less.
“Financial planning services are provided for an hourly fee of $400.”
- Flat or project fee
- $5,000-
$10,000 Starts at the California median of $5,000 and runs above it.
“We may negotiate a flat fee for these services ranging from $5,000 - $10,000.”
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
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2006 (20 years)
How Asage Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will receive an invoice for the balance of the fee due upon completion of the financial plan that is payable upon receipt.”
- “You may pay for financial planning services by check or cash.”
- “Upon cancellation, we will calculate the time spent, and either refund any of the excess deposit or present you with an invoice for time spent.”
About Asage Financial LLC
“We provide investment management services, financial planning and consulting services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 40
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $28.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 27, 2026
- CRD number
- 140805 (opens in new tab)
- Phone
- (925) 984-9100
Other planners in Lafayette that publish fees
- Garner Financial ManagementLafayetteHourly up to $300/hr
- Lloyd Tevis Investments, LLCLafayetteQuarterly $1,250/qtr
- TrueTide WealthLafayetteHourly $200/hr, Flat $500-$10,000
- VG Financial Consulting, LLCLafayetteHourly $300/hr, Annual $1,200/yr
More planners in California that publish fees
- Havaplan FinancialNewport BeachHourly $300-$400/hr
- King Wealth Advisors, LLCSan MateoHourly $250/hr, Flat $1,250-$10,000
- Westshore WealthNewport BeachHourly $250-$750/hr
- Integral Wealth ManagementTurlockFlat $1,500-$10,000
- Frank, Rimerman Advisors LLCPalo AltoHourly $360-$825/hr
- My Portfolio Guide, LLCSeal BeachHourly $250-$500/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.