Camriel Advisors fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$2,000⁠-⁠$10,000

“Financial Blueprint (Project-Based) The fee for the Financial Blueprint is a fixed fee ranging from $2,000 to $10,000.”

Annual fee

$3,000⁠-⁠$10,000/yr

“The annual fee for Ongoing Financial Planning ranges from $3,000 to $10,000, payable in quarterly installments of $750 to $2,500.”

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

How Camriel Advisors bills

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

• “Ongoing fees are paid in advance, may be negotiable, and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The fee for Wealth Management is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in advance based on the value of the Client's account(s) as of the last day of the previous billing period.”

How Camriel Advisors’ 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.
• Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $3,000-$10,000 spans the California median of $6,250. 51% of the 224 other California planners that publish an annual fee charge less.

About Camriel Advisors

• Principal: Sarah Maitre
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Cash flow and budgeting

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

Minimum

$750 minimum fee (stated in brochure)

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$8,952,765

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333391

Website

camrieladvisors.com (opens in new tab)

Phone

(530) 435-5339

Other planners in California that publish fees

• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

Compare all 1,914 planners in California