Blom & Howell Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly financial planning fees are charged at a rate not to exceed $250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed financial planning fees typically range from $500 to $10,000 depending on the nature and complexity of a client’s specific financial situation, as well as the specific financial planning topics to be addressed as part of the initial plan or ongoing planning services.”

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

How Blom & Howell Financial Planning, Inc. bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Such fees will be directly billed to the client and due within 30 days of a financial plan being delivered or a consultation rendered.”
• “Retirement plan consulting services are billed on (a) an hourly basis, (b) an annual fixed fee, or (c) an annual fee based on the percentage of assets under Adviser’s management.”

How Blom & Howell Financial Planning, Inc.’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.
• 1 of the 3 other planners in Modesto that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Modesto that publish a flat or project fee charge less.

About Blom & Howell Financial Planning, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

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

3% a year

Clients

417

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$161,476,118

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311830

Website

facebook.com/blomandhowell (opens in new tab)

Phone

(209) 857-5207

Can advise clients in 5 states: California, Colorado, Idaho, Illinois, Tennessee

Other planners in Modesto that publish fees

• Crawford Financial Planning & ConsultingModesto$220/hr, $2,000⁠-⁠$4,000/yr
• Luminary Financial PlanningModesto$100⁠-⁠$500/hr, $200⁠-⁠$3,500
• Mraz and AssociatesModesto$250/hr, $1,000⁠-⁠$5,000
• 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

Compare all 4 planners in Modesto