PlannerFees

Coronado Financial Group L.L.C. fees and pricing

Financial planner in San Mateo, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Coronado Financial Group L.L.C. charges $210⁠-⁠$500 an hour and a flat or project fee of $210⁠-⁠$375 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$210⁠-⁠$500/hr
“Retirement Plan Consulting For Retirement plan consulting the hourly fees will range from $210-$500.”
Flat or project fee
$210⁠-⁠$375
“On an hourly basis, ranging from $210-$375, 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 Coronado Financial Group L.L.C. bills

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

  • “This will be determined and agreed upon in advance.”
  • “No refund will be due once the work has begun.”
  • “You will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”

How Coronado Financial Group L.L.C.’s fees compare

  • Its hourly rate of $210-$500 spans the California median of $300. 69% of the 932 other California planners that publish an hourly rate charge less.
  • 6 of the 11 other planners in San Mateo that publish an hourly rate charge less.
  • Its flat or project fee of $210-$375 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
  • None of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About Coronado Financial Group L.L.C.

“Coronado Financial Group, LLC, through its Advisory Representative(s), will provide a variety of financial planning services.”
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: 2005 (21 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College 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
2.3% a year
Clients
19
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 other services
Assets managed
$16,189,944
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
132727
Website
coronadofinancial.com (opens in new tab)
Phone
(650) 571-8132

Other planners in San Mateo that publish fees

Compare all 22 planners in San Mateo

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