Continuum Financial Partners, LLC fees and pricing

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

$260/hr

“FOR FINANCIAL PLANNING SERVICES For financial planning services, Continuum Financial Partners charges $260 per hour.”

Flat or project fee

$975⁠-⁠$19,500

“The minimum fixed fee is $975, and the maximum fixed fee is $19,500.”

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

How Continuum Financial Partners, LLC bills

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

• “One-half of the estimated fee is payable at the onset of the relationship.”
• “Should you choose to cancel financial planning services within five days of signing an investment advisory agreement, you will receive a full refund of any pre-paid fees.”
• “The Advisor does not charge more than $500 and more than six months in advance.”

How Continuum Financial Partners, LLC’s fees compare

• Its hourly rate of $260 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in El Dorado Hills that publish an hourly rate charge less.
• Its flat or project fee of $975-$19,500 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in El Dorado Hills that publish a flat or project fee charge less.

About Continuum Financial Partners, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• 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

1.5% a year

Clients

22

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$24,411,008

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165694

Website

continuumfinancialpartners.com (opens in new tab)

Phone

(916) 934-0439

Other planners in El Dorado Hills that publish fees

• Bridgeview Capital Advisors, Inc.El Dorado Hills$350/hr, $700
• Larsen Wealth ManagementEl Dorado Hills$1,500⁠-⁠$2,500
• Polaris Capital Management LLCEl Dorado Hills$8,000/yr
• Rossi Financial GroupEl Dorado Hills$2,500⁠-⁠$25,000
• Vortalis Wealth Management LLCEl Dorado Hills$200/hr

Compare all 11 planners in El Dorado Hills