Brava Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“This initial fee is based on our hourly rate of $450 and charged upon delivery of the plan.”

Flat or project fee

$3,000⁠-⁠$15,000

“Fixed fee rates range between $3,000 to $15,000.”

Annual fee

$5,000⁠-⁠$15,000/yr

“Annual fees range from $5,000 to $15,000 and are paid quarterly in arrears.”

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

How Brava Financial bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Thereafter, annual fees for ongoing financial planning services range from $5,000 to $15,000 and are paid quarterly in arrears.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Brava Financial’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 62 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$15,000 spans the California median of $5,000. 76% of the 796 other California planners that publish a flat or project fee charge less.
• 49 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $5,000-$15,000 spans the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• 10 of the 21 other planners in San Diego 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 Brava Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• 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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322054

Website

bravafinancialplans.com (opens in new tab)

Phone

(619) 929-0056

Can advise clients in 3 states: California, Massachusetts, Washington

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

Compare all 130 planners in San Diego