Carbahal Olsen Financial Services Group LLC fees and pricing
Financial planner in Davis, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Carbahal Olsen Financial Services Group LLC charges $75-$350 an hour and a flat or project fee of $250-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$350/hr
“We charge fees for financial planning or consultation services at a rate of $75 - $350 per hour or for a fixed fee of $250 - $1500 per plan.”
- Flat or project fee
- $250-$1,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Carbahal Olsen Financial Services Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Both fixed and hourly fees are due upon the presentation of an invoice after the plan or consultation is completed.”
- “You have the option to pay your fees to COFS by check, credit card or deduction from an existing account under COFS management.”
- “Management fees are automatically deducted from the account quarterly in arrears and are prorated for deposits and withdrawals that occur during the billing period.”
How Carbahal Olsen Financial Services Group LLC’s fees compare
- Its hourly rate of $75-$350 spans the California median of $300. 15% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Davis that publish an hourly rate charge less.
- Its flat or project fee of $250-$1,500 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in Davis that publish a flat or project fee charge less.
About Carbahal Olsen Financial Services Group LLC
“Carbahal Olsen Financial Services Group LLC (“COFS”), a SEC registered investment adviser, in Davis, California, offers advisory services in the form of financial planning and asset management.”
- Firm size: 3 employees.
- Founded: 1999 (27 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
- 1.75% a year
- Clients
- 237
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $257,597,197
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151765
- Phone
- (530) 758-4921
Can advise clients in 3 states: California, Louisiana, New Hampshire
Other planners in Davis that publish fees
- Sorunke Wealth AdvisorsDavis$495/hr, $6,995
- Van Ham Wealth ManagementDavis$400-$5,000
- Wayne Gilbert & CompanyDavis$50-$300/hr, $500-$10,000
- 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
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.