Ben-David Financial Planning fees and pricing
Financial planner in Shingle Springs, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Ben-David Financial Planning charges a quarterly fee of $2,500-$5,000 and an annual fee of $10,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500-$5,000/qtr
“Most retainer fees will fall within a range of $2,500 - $5,000/quarter ($10,000 - $20,000/year); however this retainer fee may exceed $5,000/quarter depending on complexity of client situation and assets to be managed.”
- Annual fee
- $10,000-$20,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ben-David Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual Retainer For on-going financial planning and asset management, a fixed retainer will be charged, billed quarterly in arrears.”
How Ben-David Financial Planning’s fees compare
- Its annual fee of $10,000-$20,000 is above the California median of $6,250. 81% of the 224 other California planners that publish an annual fee charge less.
About Ben-David Financial Planning
“Ben-David Financial Planning primarily provides goal oriented investment advisory and financial planning services. Ben-David Financial Planning provides customized advice based on the individual client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
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
- 3% a year
- Minimum
- No minimum stated in brochure
- Clients
- 20
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,208,391
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127450
- Phone
- (650) 274-3739
Other planners in California that publish fees
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.