Asset Planning, Inc fees and pricing

Financial planner in Los Alamitos, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 23, 2026, Asset Planning, Inc charges $250⁠-⁠$500 an hour for financial planning.

Published fees

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

Hourly rate: $250⁠-⁠$500/hr; “The hourly rate may range from $250$500/hour.”

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

“Billing For Asset Management the fee will be payable quarterly in arrears.”
“If termination occurs prior to the end of a calendar quarter, the client will be invoiced for fees due on a pro-rata basis.”
“The Financial Plan engagement terminates upon delivery of the plan or services at which time all fees are due.”

Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 373
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $553,464,866
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111535
Website: assetplanninginc.com (opens in new tab)
Phone: (714) 827-5794

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.