Asl Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“On an hourly basis, ranging from $300 to $500 per hour, depending on the nature and complexity of each clientʹs circumstances.”

Flat or project fee

$500⁠-⁠$5,000

“As a fixed fee, typically ranging from $500 to $5,000, depending on the nature and complexity of each clientʹs circumstances; and/or 2.”

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

How Asl Financial, LLC bills

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

• “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the clientʹs account at the end of the previous quarter.”
• “The initial fee is payable when the VISION2020 Advisor Managed Portfolios Program is established, pro‐rated for the first partial quarter, if any.”
• “The balance is due upon completion of the plan for projects or are due periodically for ongoing services.”

How Asl Financial, LLC’s fees compare

• Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Los Gatos 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 5 other planners in Los Gatos that publish a flat or project fee charge less.

About Asl Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

2.5% a year

Clients

176

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$186,708,263

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115479

Phone

(408) 283-7256

Can advise clients in 2 states: California, Texas

Other planners in Los Gatos that publish fees

• Cultivate Financial Group LLCLos Gatos$8,000⁠-⁠$12,000/yr
• First Principles Investment Management LLCLos Gatos$5,000
• Libra Wealth LLCLos Gatos$100⁠-⁠$450/hr
• Los Gatos Financial LLCLos Gatos$250/hr, $400⁠-⁠$4,000
• Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800
• Migh Financial Planner, LLCLos Gatos$250/hr, $1,600⁠-⁠$2,400

Compare all 12 planners in Los Gatos