Chrysadia Financial, LLC fees and pricing
Financial planner in Newark, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Chrysadia Financial, LLC charges $275 an hour, a flat or project fee of $10,000-$100,000, a monthly fee of $670-$1,250, a quarterly fee of $2,010-$3,750, and an annual fee of $45,000-$500,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Our hourly rate is $275.”
- Flat or project fee
- $10,000-$100,000
“Fixed fee rates range between $10,000 to $100,000.”
- Monthly fee
- $670-$1,250/mo
“The recurring fixed fee ranges from either $670 to $1,250 monthly or $2,010 to $3,750 quarterly paid in advance.”
- Quarterly fee
- $2,010-$3,750/qtr
From the same sentence as above.
- Annual fee
- $45,000-$500,000/yr
“Flat annual fees are negotiable and range from $45,000 to $500,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chrysadia Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiated in advance on a case by case basis, based on the scope of services desired and the nature and complexity of the client’s circumstances.”
- “Most retainer engagement clients are billed a flat annual fee payable quarterly in advance.”
- “Chrysadia may request a portion of the fee be collected in advance.”
How Chrysadia Financial, LLC’s fees compare
- Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$100,000 is above the California median of $5,000. 99% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $45,000-$500,000 is above the California median of $6,250. 100% of the 224 other California planners that publish an annual fee charge less.
About Chrysadia Financial, LLC
- Principal: Faith Counio
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Equity compensation
- 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
- 2% a year
- Minimum
- $2,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326813
- Phone
- (415) 226-9848
Other planners in California that publish fees
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.