PlannerFees

Bonanni, Frank fees and pricing

Financial planner in San Leandro, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, Bonanni, Frank charges $400 an hour and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Additional hourly fees as needed beyond our 25 hours, will be billed at our hourly rate of $400.”
Annual fee
$3,000/yr
“Following the initial 12-month planning period, if the client choses, we offer ongoing planning at the cost of $3000 per year.”

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

How Bonanni, Frank bills

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

  • “Clients will be billed directly by invoice for fees incurred.”
  • “Once 25 hours are exceeded the client will be billed the full agreed amount.”
  • “Clients will be billed for fees incurred at the end of each month and is due within 15 days of receipt.”

How Bonanni, Frank’s fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bonanni, Frank

“Personal Financial Planning provides a comprehensive view of a client’s financial situation and recommends action to take in the short, medium and long term.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
327111
Phone
(510) 334-5891

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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.