Aspire Advisory Services fees and pricing
Financial planner in Lodi, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Aspire Advisory Services charges $80 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $80/hr
“The hourly fee is $80 and will generally be charged at the completion of the performance of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspire Advisory Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such fees are negotiable, but not refundable if services are terminated prior to the expiration of the retainer period.”
- “Upon termination of any account from management, any prepaid, unearned fees will be refunded promptly under the same arrangement as billed, unless otherwise requested, and any earned, unpaid fees will be due and payable.”
How Aspire Advisory Services’ fees compare
- Its hourly rate of $80 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
About Aspire Advisory Services
“Aspire Advisory Services provides objective and professional advice on a fee paid basis regarding general financial matters, including investments, insurance, pensions, retirement, and taxes.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1987 (39 years).
Planning areas mentioned in the brochure
- 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% a year
- Minimum
- $100 minimum fee (stated in brochure)
- Clients
- 80
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69,493,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129828
- Phone
- (209) 339-8971
Other planners in Lodi that publish fees
- Arbor Family Wealth Advisors, Inc.Lodi$25,000-$50,000, $25,000-$75,000/yr
- Mccann Investment Management LLCLodi$200/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.