Contreras Financial, Inc. fees and pricing
Financial planner in Marina, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 11, 2026, Contreras Financial, Inc. charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“The negotiated hourly fee for these services is between $200 and $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Contreras Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CONFIN's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of CONFIN’s fees, within five business days of signing the Financial Planning Agreement.”
How Contreras Financial, Inc.’s fees compare
- Its hourly rate of $200-$400 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
About Contreras Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 26
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $1,633,708
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305463
- Phone
- (831) 783-5465
Other planners in Marina that publish fees
- Clym LLCMarina$250/hr, $3,000
- 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
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.