Boldin Advisors fees
Financial planner in Mill Valley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Boldin Advisors (Mill Valley, CA) charges $300-$475 an hour, a flat or project fee of up to $6,000, and an annual fee of up to $6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- $300-
$475/hr Starts at the California median of $300 and runs above it.
“Hourly fees range from $300 to $475 per hour.”
- Flat or project fee
- Up to $6,000
Can go up to $6,000; the California median is $5,000.
“Fixed engagement fees range up to $6,000.”
- Annual fee
- Up to $6,000/yr
Capped at $6,000, at or below the California median of $8,483.
“Ongoing engagement fees range up to $6,000 annually and may be negotiable based on the scope and complexity of services to be provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- 15 employees
How Boldin Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees are billed in advance of each month or quarter.”
- “If applicable, the balance shall be invoiced upon completion of the agreed upon deliverable[s].”
About Boldin Advisors
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 821
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 294881 (opens in new tab)
- Phone
- (415) 462-5665
Registered or notice filed in 45 states and DC: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming, DC
Other planners in Mill Valley that publish fees
- Assembly WealthMill ValleyFlat $2,500-$5,000
- Austin Creek Capital, LLCMill ValleyFlat $3,000-$10,000, Monthly $300-$3,000/mo
- Katy Song Financial Planning, Inc.Mill ValleyHourly $400/hr, Flat $980-$7,800
- Miller Avenue Advisors LLCMill ValleyAnnual $8,000-$30,000/yr
- Private Wealth Partners, LLCMill ValleyHourly $300-$500/hr, Flat $3,000-$5,000
- Rising Capital Inc.Mill ValleyHourly $1,000/hr, Flat $12,500-$75,000
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.