Barbara S. Gault fees
Financial planner in Greenbrae, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Barbara S. Gault (Greenbrae, CA) charges $300 an hour and a flat or project fee of $500-$3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the California median of $300; 42% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Greenbrae charges less.
“Fees for financial planning are calculated in one of two ways: Hourly fee of $300 Fixed fee ranging from $500 - $3,000 based on the scope and complexity of the services to be provided.”
- Flat or project fee
- $500-
$3,000 Below the California median of $5,000; 12% of the 390 other planners in California that publish a flat or project fee charge less.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2003 (23 years)
How Barbara S. Gault bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In either case, an invoice for services is issued on completion of the analysis and is payable on receipt.”
- “Upon cancellation, I will present you with an invoice for time spent.”
About Barbara S. Gault
“My services focus on providing the client with comprehensive financial planning.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 128433 (opens in new tab)
- Phone
- (415) 699-5793
Other planners in Greenbrae that publish fees
- Fairlead Financial Advisors, LLCGreenbraeHourly $250/hr
More planners in California that publish fees
- FintentMonroviaHourly $300/hr
- Zealth Planning, LLCOntarioMonthly $10-$100/mo
- WealthGuard Advisors, Inc.PlacervilleHourly $200/hr, Flat $300-$3,000
- Atlas Legacy Advisors LLCLos AngelesHourly up to $400/hr
- Ring Mountain Capital, LLCTiburonFlat $1,500-$7,500
- Voska WealthRancho CordovaFlat from $2,400, Annual from $2,400/yr
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.