Brunger Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$25⁠-⁠$100/hr

“BF’s hourly and fixed fees are as listed below. __________(Client’s Initial) Hourly Fee Planning – an hourly rate of $25-$100 shall be paid to BF for advisory services, with a minimum charge of _____ hours.”

Flat or project fee

$1,000⁠-⁠$10,000

“The total estimated hours for financial planning services is _____. __________(Client’s Initial) Fixed Fee Planning – a flat rate of $1,000-$10,000 shall be paid to BF for financial planning services.”

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

How Brunger Financial bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with three days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Brunger Financial’s fees compare

• Its hourly rate of $25-$100 is below the California median of $300. None of the 932 other California planners that publish an hourly rate charge less.
• None of the 10 other planners in San Rafael that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Brunger Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,988,863

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170523

Phone

(415) 568-0489

Can advise clients in 3 states: California, Texas, Virginia

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
• IntegrousSan Rafael$175⁠-⁠$300/hr, $2,500⁠-⁠$10,000

Compare all 26 planners in San Rafael