Billfold Budget Counseling fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fixed fee will be agreed upon before the start of any work and will be $250 per hour.”

Monthly fee

$200/mo

“Ongoing Financial Planning Ongoing Comprehensive Financial Planning consists of an ongoing fee of $200 per month that is paid in advance.”

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

How Billfold Budget Counseling bills

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

• “Fees are intended to be determined based on the complexity of each relationship and may be negotiable.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”

How Billfold Budget Counseling’s 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.
• None of the 2 other planners in Sherman Oaks that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Billfold Budget Counseling

• Principal: James Hatton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees

Charges a % of assets

No

Clients

35

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305073

Website

twitter.com/billyfoldbudget (opens in new tab)

Phone

(818) 522-0975

Other planners in Sherman Oaks that publish fees

• Highline Wealth PartnersSherman Oaks$500/hr, $5,000
• Morse Group Investment AdvisorsSherman Oaks$250/hr, $1,000⁠-⁠$10,000
• 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
• 401 FinancialSan Diego$250/hr, $500

Compare all 5 planners in Sherman Oaks