Chequers Financial Management LLC fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Chequers Financial Management LLC charges $750-$1,250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $750-$1,250/hr
“Our hourly rates range between $750 to $1,250 depending upon the nature of the requested services and the extent to which the project falls outside our normal scope of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chequers Financial Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Chequers Financial does not require pre-payment of fees exceeding $1,200 more than six months in advance of the completion of the work.”
- “The management fee is billed quarterly in arrears based on the time weighted daily average balance of a client's account on the last day of the quarter.”
- “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding portion of the fee is charged to the client, as appropriate.”
How Chequers Financial Management LLC’s fees compare
- Its hourly rate of $750-$1,250 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 35 of the 35 other planners in San Francisco that publish an hourly rate charge less.
About Chequers Financial Management LLC
“Our advisory practice offers two, highlytailored, comprehensive wealth management services: a Personal CFO/Corporate Executive Service offered to clients with a net worth of between $5 million to $75 million and a Multi-Family Office Service that supports clients with equally significant wealth that is associated…”
- Firm size: 21 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 244
- Employees
- 21
- Works with
- High net worth individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $1,314,341,351
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175209
- Phone
- (415) 964-5001
Can advise clients in 6 states: California, Florida, New Jersey, New York, Texas, Washington
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.