Behavior Shift fees
Financial planner in Hemet, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Behavior Shift (Hemet, CA) charges $200 an hour, a flat or project fee of $2,500-$3,500, and a monthly fee of $250-$500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the California median of $300; 8% of the 524 other planners in California that publish an hourly rate charge less.
“Our hourly rate is $200.”
- Flat or project fee
- $2,500-
$3,500 Below the California median of $5,000; 28% of the 390 other planners in California that publish a flat or project fee charge less.
“Fixed fee rates range between $2,500 to $3,500.”
- Monthly fee
- $250-
$500/mo “Fees are paid monthly in arrears, ranging from $250 to $500.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Behavior Shift bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $664,290
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 3, 2026
- CRD number
- 332054 (opens in new tab)
- Phone
- (951) 635-7687
More planners in California that publish fees
- MDRN WealthVeniceFlat $1,000-$10,000, Annual $10,000/yr
- Polymita Wealth Management LLCSanta RosaFlat $2,500-$5,000, Monthly $250-$400/mo
- Quant Portfolio ManagementSan JoseHourly $400/hr, Flat $499-$10,000
- Zealth Planning, LLCOntarioMonthly $10-$100/mo
- Pacific Global Investment Management CompanyGlendaleHourly $250/hr, Annual $1,000-$2,500/yr
- Mine & Arao Wealth Creation and Management, LLCCampbellHourly from $300/hr
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.