Corlett Financial, Inc. fees and pricing

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

$350/hr

“The negotiated hourly fee for these services is $350 per hour.”

Flat or project fee

$600⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $600 and $15,000.”

Annual fee

$600⁠-⁠$10,000/yr

“On-going financial consulting fees can be annual flat fees that range from $600 to $10,000 per year.”

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

How Corlett 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 is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty 4 for a full refund of CF's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CF’s fees, within five business days of signing the Financial Planning Agreement.”

How Corlett Financial, Inc.’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $600-$15,000 spans the California median of $5,000. 73% of the 796 other California planners that publish a flat or project fee charge less.
• 44 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $600-$10,000 spans the California median of $6,250. 41% of the 224 other California planners that publish an annual fee charge less.
• 7 of the 21 other planners in San Diego that publish an annual fee charge less.

About Corlett Financial, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

74

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and other services

Assets managed

$31,194,248

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289019

Website

corlettfinancial.com (opens in new tab)

Phone

(619) 261-2248

Other planners in San Diego that publish fees

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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