Barentsen Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The negotiated hourly fee for these services is between $250 with a minimum fee of $500.”

Flat or project fee

$100⁠-⁠$2,000

“The negotiated fixed rate for creating client financial plans is between $100 and $2,000.”

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

How Barentsen Advisory Services, LLC bills

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

• “Ongoing Fees Ongoing financial planning fees are paid quarterly and in advance.”
• “Clients may terminate the agreement without penalty, for full refund of BASL’s fees, within five business days of signing the Financial Planning Agreement.”
• “Fixed financial planning fees are paid in advance upon completion per details in the Financial Planning Agreement that the client signs.”

How Barentsen Advisory Services, LLC’s fees compare

• 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.
• None of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $100-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Barentsen Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285676

Phone

(925) 472-6870

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr
• Dhamma CapitalWalnut Creek$500/hr, $1,500⁠-⁠$5,000

Compare all 39 planners in Walnut Creek