C Financial and Tax Associates fees and pricing
Financial planner in Riverside, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, C Financial and Tax Associates charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We charge an hourly fee of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How C Financial and Tax Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees billed by SEI or any third party retained by us for clients will be deducted from account assets.”
- “The fee is deducted from the client account on a monthly basis in arrears and is based average daily account balance for the previous month.”
- “Strategist fees are billed and collected in the same manner as the Administration fees.”
How C Financial and Tax Associates’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
About C Financial and Tax Associates
“C Financial and Tax Associates is a Registered Investment Adviser (“Adviser”) which offers advisory services to clients consisting of selecting and monitoring third party money managers and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- No minimum stated in brochure
- Clients
- 49
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $10,872,492
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170453
- Phone
- (951) 688-1800
Other planners in Riverside that publish fees
- Global Impact Wealth ManagementRiverside$100-$350/hr
- Tricord Advisors, Inc.Riverside$2,500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.