Award Financial Group fees and pricing

Financial planner in Wilton, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 16, 2026, Award Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The fees are charged monthly in arrears and are based on the average - 3- daily account balance for the period for the prior month.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 340669
Website: awardfinancialgroup.com (opens in new tab)
Phone: (916) 685-1038

Is something on this page wrong or out of date?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