Branch & Bloom Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“BBFP charges an hourly rate of $275 for as-needed financial planning.”

Flat or project fee

$2,500⁠-⁠$8,000

“Fixed fee rates typically range between $2,500 to $8,000, but can be up to $15,000 for very complex cases.”

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

How Branch & Bloom Financial Planning, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are paid quarterly in advance, typically ranging between $3,000 to $10,000, but can be up to $15,000 annually.”

How Branch & Bloom Financial Planning, LLC’s fees compare

• Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Menlo Park that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$8,000 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 3 other planners in Menlo Park 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 Branch & Bloom Financial Planning, LLC

• Principal: Deirdre Hegarty
• 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: 2025.

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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339754

Website

branchandbloomfp.com (opens in new tab)

Phone

(650) 332-2585

Other planners in Menlo Park that publish fees

• BKB Financial Advisors, LLCMenlo Park$150⁠-⁠$450/hr
• Clearpath Capital Partners LLCMenlo Park$350/hr
• Echo Advisory LLCMenlo Park$2,400⁠-⁠$5,000
• MezziMenlo Park$1,499/yr
• Nelson Capital Management, LLCMenlo Park$500/hr
• Oak Peak FinancialMenlo Park$1,000⁠-⁠$6,000

Compare all 12 planners in Menlo Park