Cdfinancial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Flat or project fee

$2,500⁠-⁠$50,000

“Services are offered based on a flat fee between $2,500 and $50,000.”

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

How Cdfinancial bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The Client must consent in advance to direct debiting of their investment account.”
• “Check – to be remitted by Client to CDF Electronic Payment via ACH, Debit Card, or Credit Card (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”

How Cdfinancial’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 3 other planners in San Juan Capistrano that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in San Juan Capistrano that publish a flat or project fee charge less.

About Cdfinancial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

253

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

Assets managed

$99,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165317

Website

cdfinancial.org (opens in new tab)

Phone

(949) 359-5100

Can advise clients in 3 states: California, Colorado, Nevada

Other planners in San Juan Capistrano that publish fees

• Capital Financial Consultants Group, Inc.San Juan Capistrano$100⁠-⁠$200/hr, $1,500
• Professional Financial Advisors IncSan Juan Capistrano$550⁠-⁠$850/hr
• Service One FinancialSan Juan Capistrano$250/hr, $500⁠-⁠$5,000
• 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

Compare all 7 planners in San Juan Capistrano