California Financial Advisors fees and pricing
Financial planner in San Ramon, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, California Financial Advisors charges $150-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$450/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $450 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How California Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due and payable upon completion of the Consulting Service.”
How California Financial Advisors’ fees compare
- Its hourly rate of $150-$450 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 7 other planners in San Ramon that publish an hourly rate charge less.
About California Financial Advisors
- Firm size: 14 employees.
- Registered as an adviser: 1998 (28 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
- 3% a year
- Clients
- 1,517
- Employees
- 14
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $2,263,378,626
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110152
- Phone
- (925) 275-1000
Can advise clients in 19 states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, North Carolina, New Jersey, Nevada, New York, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington
Other planners in San Ramon that publish fees
- Carey Wealth ManagementSan Ramon$350/hr, $1,500-$10,000
- Certified Planners, Inc.San Ramon$300/hr
- Fairway Asset Management, Inc.San Ramon$275/hr, $2,500-$15,000
- Giving Tree Wealth AdvisorsSan Ramon$400/hr
- Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000
- Inversewealth LLCSan Ramon$2,500-$15,000, $5,000-$20,000/yr
Is something on this page wrong or out of date?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.