Beyond Financial Services fees and pricing
Financial planner in Fremont, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, Beyond Financial Services charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“BFS charges an hourly fee for initial consultation at $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beyond Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly, in advance, and are negotiable.”
- “Fixed fees and hourly charges are not deducted from the Client’s account(s) but are billed directly to the Client as they occur.”
- “Client may terminate an investment advisory agreement within 5 days of execution and may receive a refund of all unearned fees paid (if any).”
How Beyond Financial Services’ fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 5 other planners in Fremont that publish an hourly rate charge less.
About Beyond Financial Services
“Beyond Financial Services (“BFS”) provides investment advice and financial planning services to individuals and families, high net worth individuals, trusts, estates, special needs trustees, conservatorships, and non-profit organizations.”
- Firm size: 4 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 115
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $176,654,927
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286350
- Phone
- (510) 792-9395
Can advise clients in 2 states: California, Texas
Other planners in Fremont that publish fees
- Ajay AgrawalFremont$250/hr
- Empower FinancialFremont$350/hr, $3,000-$10,000
- Encover Personal FinanceFremont$300/hr, $2,400-$4,000
- Rajs FundsFremont$350/hr
- Stellar Financial PlanningFremont$400/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.