PlannerFees

Beltramo Financial Services, Inc. fees and pricing

Financial planner in Irvine, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 29, 2026, Beltramo Financial Services, Inc. charges a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$5,000
“The fixed fee for these services may range from $1,500 to $5,000 based on complexity as determined by the Adviser and agreed upon by the client in advance.”

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

How Beltramo Financial Services, Inc. bills

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

  • “Clients are charged an annual management fee, payable quarterly in advance based upon the market value of the assets in account at the start of each calendar quarter.”
  • “Investment management agreements may be terminated within five business days of its' signing and receive a full refund of all fees paid to us.”
  • “The client may cancel the services within the first five days for a complete refund of all fees paid, after that, fees charged will be prorated for the amount of the engagement that was completed.”

How Beltramo Financial Services, Inc.’s fees compare

  • Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Beltramo Financial Services, Inc.

“The Adviser provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
48
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$50,133,190
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
154791
Phone
(949) 752-3117

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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.