Corley Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“CIM offers consulting services on an hourly basis ranging from $500 to $750 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Flat or project fee

$1,000⁠-⁠$20,000

“CIM also offers consulting services on a fixed fee basis ranging from $1,000 to $20,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Corley Investment Management bills

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

• “These fees may be billed in advance or arrears on either a monthly or quarterly basis.”
• “Seminars Fees for seminars are collected by cash or check at the time that the seminar is given.”
• “In certain limited situations, CIM is compensated for its services at the beginning the month or quarter in advance of advisory services being rendered.”

How Corley Investment Management’s fees compare

• Its hourly rate of $500-$750 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Folsom that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Folsom that publish a flat or project fee charge less.

About Corley Investment Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC® and CFA.
• Founded: 2011 (15 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159719

Website

billcorleyplans.com (opens in new tab)

Phone

(916) 248-7958

Other planners in Folsom that publish fees

• Gasber Financial Advisors, IncFolsom$75⁠-⁠$350/hr, $2,000⁠-⁠$5,000
• Legacy Builders Financial, LLCFolsom$600⁠-⁠$800, $250/mo
• Planned Solutions, Inc.Folsom$100⁠-⁠$250/hr
• Prudent Investor Advisors, LLCFolsom$200⁠-⁠$300/hr, $1,000
• Shariawiz AdvisoryFolsom$500/hr
• T. Sharp Wealth ManagementFolsom$300/hr, $1,000⁠-⁠$4,000

Compare all 8 planners in Folsom