Bayleaf Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $10,000.”

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

How Bayleaf Financial Services bills

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

• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the other services that BLFS may provide to the client.”
• “Clients may terminate the agreement without penalty for a full refund of BLFS's fees within five business days of signing the Investment Advisory Contract.”
• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, and the other services that BLFS may provide to the client.”

How Bayleaf Financial Services’ 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.
• 1 of the 3 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Dublin that publish a flat or project fee charge less.

About Bayleaf Financial Services

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

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342400

Website

bayleaf-fs.com (opens in new tab)

Phone

(925) 577-7164

Other planners in Dublin that publish fees

• Fincop Financial PlanningDublin$100/hr, $2,000
• Lucerna Capital Management LLCDublin$300/hr, $3,000⁠-⁠$15,000
• Megan Rouse Financial PlanningDublin$500/hr, $6,000⁠-⁠$15,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Dublin