Chaney Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Investment Consulting CFS’ Investment Consulting (“IC”) fees are calculated and charged on an hourly basis at $200 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“- 5- CFS prefers to calculate and charge for its financial planning services on a fixed-fee basis, typically between $1,000 and $5,000, but never less than $800, depending on the specific arrangement reached with the client, for comprehensive planning.”

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

How Chaney Financial Services, Inc. bills

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

• “Fees will be debited from the account in accordance with the client authorization in the Client Services Agreement or can be paid by check, at the client’s preference.”
• “The balance is due upon delivery of the investment recommendation report.”
• “The balance is due upon completion of the plan, typically six months after the start of the planning year.”

How Chaney Financial Services, Inc.’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Glendale 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.
• 2 of the 2 other planners in Glendale that publish a flat or project fee charge less.

About Chaney Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• College planning
• 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

1% a year

Clients

32

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$36,521,439

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145602

Website

chaneyfinancialservicesinc.com (opens in new tab)

Phone

(626) 768-0080

Other planners in Glendale that publish fees

• BFF Wealth Management, Inc.Glendale$2,250
• Equanimity WealthGlendale$250/hr, $399
• Pacific Global Investment Management CompanyGlendale$250/hr, $1,000⁠-⁠$2,500/yr
• 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 10 planners in Glendale