Casita Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$500

“Ongoing Financial Planning Casita collects an initial fee, no greater than $500.”

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

How Casita Financial Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Casita Financial Planning’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 5 other planners in El Segundo that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in El Segundo that publish a flat or project fee charge less.

About Casita Financial Planning

• Principal: Mark Reyes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate 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

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334718

Website

instagram.com/casitafinancialplanning (opens in new tab)

Phone

(310) 564-6461

Other planners in El Segundo that publish fees

• Goldberg Financial Advisors, LLCEl Segundo$500/hr, $5,000/yr
• Regatta Capital Group, LLCEl Segundo$50⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Retirement PlannersEl Segundo$100/hr
• The Wealthgarden F.s. LLCEl Segundo$350/hr
• X and Y Advisors, Inc.El Segundo$250/hr, $500⁠-⁠$10,000

Compare all 10 planners in El Segundo