Bird Spring Financial LLC fees and pricing

Financial planner in Las Vegas, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Bird Spring Financial LLC charges $350⁠-⁠$500 an hour, a flat or project fee of $525⁠-⁠$7,500, and a monthly fee of $125⁠-⁠$300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350⁠-⁠$500/hr
“The hourly rate is between $350.00 and $500.00 per hour, based on the client’s desired timeframe.”
Flat or project fee
$525⁠-⁠$7,500
“The fixed fee can range between $525.00 and $7,500.00.”
Monthly fee
$125⁠-⁠$300/mo
“The monthly fee will be agreed upon before the start of any work, and can range from $125 to $300 per month, depending upon the complexity of the work.”

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

How Bird Spring Financial LLC bills

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

  • “The fee is negotiable and dependent on the complexity of the work.”
  • “If a fixed fee program is chosen, half of the fee is due at the beginning of process and the remainder is due at completion of work, however, Bird Spring will not bill an amount above $500.00 more than 6 months in advance.”
  • “In the event of early termination, the client will be billed for the hours worked at an hourly rate stipulated in their client agreement.”

How Bird Spring Financial LLC’s fees compare

  • Its hourly rate of $350-$500 is above the Nevada median of $300. 75% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 18 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
  • Its flat or project fee of $525-$7,500 spans the Nevada median of $5,000. 48% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • 13 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bird Spring Financial LLC

  • Principal: Matteo R. Hoch
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate 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
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
321140
Website
birdspringfinancial.com (opens in new tab)
Phone
(775) 441-1898

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