Csla Financial Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The fee to collect the necessary information and provide you with a written financial plan begins at $1,000 and increases at $200/hr for any additional time needed to for analysis of your unique circumstances.”

Flat or project fee

$1,000

From the same sentence as above.

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

How Csla Financial Inc bills

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

• “Clients can cancel any advisory contract within 5 business days without penalty and receive a full refund for any unearned fees charged by CSLA Financial Inc.”
• “All fees for portfolio management services will be charged quarterly in arrears.”
• “Our fee for portfolio management services is not negotiable and based on a percentage of your assets we manage and is set forth in the following fee schedules.”

How Csla Financial Inc’s fees compare

• Its hourly rate of $200 is below the Washington median of $300. 13% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 7 other planners in Camas that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Washington median of $3,250. 13% of the 103 other Washington planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Camas that publish a flat or project fee charge less.

About Csla Financial Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

Clients

122

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$7,504,069

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283082

Website

cslafinancial.com (opens in new tab)

Phone

(760) 815-4300

Can advise clients in 10 states: Arizona, California, Florida, Louisiana, Massachusetts, Montana, Nevada, Oklahoma, Oregon, Washington

Other planners in Camas that publish fees

• Barker Wealth Management, LLCCamas$250/hr
• Beacon Rock Wealth AdvisorsCamas$150⁠-⁠$350/hr
• Hart Investment Management, LLCCamas$300/hr
• Para Wealth Advisors, Inc.Camas$450/hr
• Short Put YieldCamas$400/hr, $500
• Vita Planning Group LLCCamas$350/hr

Compare all 8 planners in Camas