Camelotta Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$610/hr

“In addition to, or in lieu of, the asset-based fee, the Firm can negotiate a fixed fee and/or provide services on an hourly basis at $610 per hour.”

Flat or project fee

$1,500⁠-⁠$20,000

“Flat fees range from $1,500 to $20,000.”

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

How Camelotta Advisors bills

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

• “The client will be invoiced directly for the fees, and fees will be assessed on a pro-rata basis in the event the Advisory Agreement is executed at any time other than the first day of a calendar quarter.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
• “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How Camelotta Advisors’ fees compare

• Its hourly rate of $610 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
• 32 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 26 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Camelotta Advisors

• Principal: Dana Grigg
• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

2% a year

Clients

58

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$234,947,793

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128053

Website

divorceanalysis.com (opens in new tab)

Phone

(415) 806-3641

Can advise clients in 4 states: California, Louisiana, Texas, Washington

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco