Claraphi Advisory Network, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$800/hr

“Hourly rates are set by the individual financial adviser and typically range between $100 and $800 per hour.”

Flat or project fee

$2,000⁠-⁠$25,000

“Claraphi may also provide financial plans for a flat fee that typically ranges between $2,000 and $25,000, depending on the complexity of the plan, the expertise of the financial adviser, and the needs of the Client.”

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

How Claraphi Advisory Network, LLC bills

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

• “Claraphi deducts its fees on a monthly or quarterly basis in arrears.”
• “Both hourly rates and flat fees are negotiable.”
• “The client’s first billing cycle will be prorated based on the number of days the client’s account was open and how much was funded into 5 the account during their first month or quarter.”

How Claraphi Advisory Network, LLC’s fees compare

• Its hourly rate of $100-$800 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Aliso Viejo that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Aliso Viejo that publish a flat or project fee charge less.

About Claraphi Advisory Network, LLC

• Firm size: 8 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Business owners

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

1,467

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$382,500,156

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165868

Website

claraphi.com (opens in new tab)

Phone

(949) 215-0025

Can advise clients in 1 state: Colorado

Other planners in Aliso Viejo that publish fees

• Accelerate RetirementAliso Viejo$150/hr, $2,000⁠-⁠$100,000
• Challenger Wealth ManagementAliso Viejo$1,500
• Eden FinancialAliso Viejo$300/hr, $300⁠-⁠$4,000
• Truly Unbiased LLCAliso Viejo$250/hr, $1,500⁠-⁠$3,000/mo
• Wealthspire Retirement AdvisoryAliso Viejo$550/hr

Compare all 7 planners in Aliso Viejo