Create Your Path LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“Financial Planning engagements are offered at an hourly rate of between $200 and $350 per hour.”

Flat or project fee

$200⁠-⁠$8,000

“The fixed fee can range between $200 and $8,000.”

Monthly fee

$175⁠-⁠$350/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $900 - 5,000 and an ongoing fee that is paid monthly, in arrears, at the rate of between $175 to $350 per month.”

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

How Create Your Path LLC bills

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

• “Fees for this service may be paid by electronic funds transfer or check.”
• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer, credit card, or check.”

How Create Your Path LLC’s fees compare

• Its hourly rate of $200-$350 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$8,000 spans the California median of $5,000. 46% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Create Your Path LLC

• Principal: Jose Armenta
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$1,558,793

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310062

Website

instagram.com/_josearmenta (opens in new tab)

Phone

(619) 483-8690

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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