Bailard, Inc. fees and pricing
Financial planner in Foster City, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 14, 2026, Bailard, Inc. charges a flat or project fee of $3,500-$15,000 and an annual fee of $2,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,500-$15,000
“However, we occasionally provide financial planning services at a flat fee, typically $3,500-$15,000 per engagement.”
- Annual fee
- $2,000-$50,000/yr
“In these instances, we charge a retainer, typically ranging from $2,000 to $50,000 annually, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bailard, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients receive an invoice(s) showing the fee calculation.”
- “In cases where valuations are subsequently restated, Bailard will not retroactively recalculate advisory fees or adjust previously issued invoices.”
- “Their invoices indicate that the fees have been withdrawn from their accounts.”
How Bailard, Inc.’s fees compare
- Its flat or project fee of $3,500-$15,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Foster City that publish a flat or project fee charge less.
- Its annual fee of $2,000-$50,000 spans the California median of $6,250. 93% of the 224 other California planners that publish an annual fee charge less.
About Bailard, Inc.
“Bailard offers wealth management and asset management services. We provide investment advisory and financial planning services to clients seeking multi-asset diversification as part of our wealth management services.”
- Firm size: 83 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 1969 (57 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 1,068
- Employees
- 83
- Works with
- Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, other investment advisers, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $7,560,902,564
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110550
- Phone
- (650) 571-5800
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Foster City that publish fees
- Cowan Capital AdvisorsFoster City$500/hr
- Graystone Advisor, LLCFoster City$16,000/yr
- Summitry, LLCFoster City$1,500-$5,000
- Team Hewins, LLCFoster City$350-$400/hr, $3,000-$10,000
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.