Centriplan, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250-$300.”

Flat or project fee

$1,000⁠-⁠$5,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $5,000.”

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

How Centriplan, LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated Form ADV 2A Version: 2/21/2026 3 amount of work completed up to the day of termination within the quarter terminated.”

How Centriplan, LLC’s fees compare

• Its hourly rate of $250-$300 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Centriplan, LLC

• 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$24,160,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165583

Phone

(949) 721-1922

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr
• Havaplan FinancialNewport Beach$300⁠-⁠$400/hr

Compare all 51 planners in Newport Beach