Cultivate Financial Group LLC fees and pricing
Financial planner in Los Gatos, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Cultivate Financial Group LLC charges an annual fee of $8,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000-$12,000/yr
“Economic and Market Review $8,000-$12,000/year”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cultivate Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees by Strategy Investment objective strategies are billed proportionately according to the Equity & Alpha allocation indicated below.”
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “Consulting fees will be paid quarterly in arrears on the last business day of the previous quarter.”
How Cultivate Financial Group LLC’s fees compare
- Its annual fee of $8,000-$12,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
About Cultivate Financial Group LLC
- 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
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $61,748,076
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288980
- Phone
- (650) 451-3008
Other planners in Los Gatos that publish fees
- Asl Financial, LLCLos Gatos$300-$500/hr, $500-$5,000
- First Principles Investment Management LLCLos Gatos$5,000
- Libra Wealth LLCLos Gatos$100-$450/hr
- Los Gatos Financial LLCLos Gatos$250/hr, $400-$4,000
- Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800
- Migh Financial Planner, LLCLos Gatos$250/hr, $1,600-$2,400
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.