Choice Financial & Insurance Services, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$10,000

“- 3- FIXED FEES Consulting Services are offered based on a fixed fee of no more than $10,000.”

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

How Choice Financial & Insurance Services, Inc. bills

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

• “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Clients may terminate advisory services with thirty (30) days written notice CHOICE will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How Choice Financial & Insurance Services, Inc.’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Brea that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Brea that publish a flat or project fee charge less.

About Choice Financial & Insurance Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

38

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$7,235,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312049

Website

kathleenstapleton.com (opens in new tab)

Phone

(626) 333-9084

Other planners in Brea that publish fees

• Anchor Financial GroupBrea$250/hr
• DFS Capital ManagementBrea$250/hr, $2,500
• Investlinc Wealth ServicesBrea$250/hr, $350
• Kirz, Paul HBrea$600/hr, $7,000/yr
• Layari FinancialBrea$500⁠-⁠$10,000, $7,200⁠-⁠$20,000/yr
• Lighthouse Financial Services IncBrea$200⁠-⁠$1,200, $199/mo

Compare all 9 planners in Brea