Back Nine Financial Coaching LLC fees and pricing

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

$600/hr

“Our hourly rates for consulting services are generally $600 per hour, billed quarterly in arrears for the actual time allocated to advisory services and deliverables during the prior quarter.”

Annual fee

$10,000/yr

“Our annual fixed fee for Financial Coaching, Financial Planning, and Consulting services generally ranges from a minimum annual fee of $10,000 to over $50,000 billed quarterly in arears and prorated upon termination.”

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

How Back Nine Financial Coaching LLC bills

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

• “All annual fees and hourly rates are generally negotiable and will be established in advance and reflected in our advisory agreement at the time of your engagement for services.”
• “We bill quarterly by sending an invoice for fees incurred during the preceding quarter.”
• “Invoices are due upon receipt (or period certain after the beginning of each calendar quarter).”

How Back Nine Financial Coaching LLC’s fees compare

• Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
• 70 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• 10 of the 21 other planners in San Diego that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Back Nine Financial Coaching LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$10,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337319

Phone

(858) 224-3750

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