Bruce Mcindoe & Associates, Inc. fees and pricing
Financial planner in La Mesa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bruce Mcindoe & Associates, Inc. charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Bruce McIndoe & Associates, Inc. charges $100 per hour for specific financial advice or a one-time flat fee, based on $100 per hour, for specific services as agreed upon between Bruce McIndoe & Associates, Inc. and the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bruce Mcindoe & Associates, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will be billed after services are complete.”
How Bruce Mcindoe & Associates, Inc.’s fees compare
- Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
- None of the 6 other planners in La Mesa that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Bruce Mcindoe & Associates, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 294708
- Phone
- (619) 281-4939
Other planners in La Mesa that publish fees
- Alpha & OmegaLa Mesa$200-$550/hr
- Craig V. Castanos CPALa Mesa$300/hr, $1,000-$5,000
- Esi Financial Services, Inc.La Mesa$375/hr, $3,000
- Ing WealthLa Mesa$150-$250/hr, $1,500-$9,500
- Petix & Botte FinancialLa Mesa$250/hr, $500-$3,000
- Tweet Management Services, Inc.La Mesa$500/hr, $300/mo
Is something on this page wrong or out of date?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.