PlannerFees

Clym LLC fees and pricing

Financial planner in Marina, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Clym LLC charges $250 an hour, a flat or project fee of $3,000, and an annual fee of $2,500 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
$250/hr
“Hourly engagements, including specialized real estate consulting, are at a rate of $250 per hour.”
Flat or project fee
$3,000
“Fees for a financial plan typically start at $3,000.”
Annual fee
$2,500/yr
“The minimum Wealth Advisory Services retainer fee is $2,500.”

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

How Clym LLC bills

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

  • “All fees will be agreed upon in writing, in advance, in the Service Agreement.”
  • “All fees and payment terms will be agreed upon in writing, in advance, in the Service Agreement.”
  • “In the event that the client situation is substantially different than disclosed at the time of the Service Agreement, a revised fee can be presented in advance of any additional work being performed.”

How Clym LLC’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.
  • Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
  • Its annual fee of $2,500 is below the California median of $6,250. 18% of the 224 other California planners that publish an annual fee charge less.

About Clym LLC

“We apply the financial planning process to help clients make financial decisions that align with their values and long‐term goals and offer periodic reviews to assist them in tracking those goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • 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
1% a year
Clients
6
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
Assets managed
$3,193,272
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
318567
Website
clymwealth.com (opens in new tab)
Phone
(831) 309-9600

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