De Groote Financial Group, LLC fees and pricing
Financial planner in Thousand Oaks, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, De Groote Financial Group, LLC charges $1,000 an hour and a flat or project fee of $25,000 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
- $1,000/hr
“Hourly fees will not exceed $1,000.”
- Flat or project fee
- $25,000
“Flat fees will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How De Groote Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For all assets, the annual fee is prorated and charged quarterly in advance, based upon the market value of the assets being managed by De Groote Financial on the last day of the previous billing period.”
- “De Groote Financial bills on cash unless indicated otherwise in writing.”
- “In the event the Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the unearned portion is refunded to the client, as appropriate.”
How De Groote Financial Group, LLC’s fees compare
- Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
- Its flat or project fee of $25,000 is above the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.
About De Groote Financial Group, LLC
- Firm size: 9 employees.
- Registered as an adviser: 2013 (13 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
- 347
- Employees
- 9
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,215,942,608
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168178
- Phone
- (805) 230-0111
Can advise clients in 11 states: Arizona, California, Florida, Illinois, Louisiana, Massachusetts, New Hampshire, Nevada, Oregon, Texas, Utah
Other planners in Thousand Oaks that publish fees
- Buff Your FinancesThousand Oaks$350/hr, $1,000-$10,000
- Carty Financial, Inc.Thousand Oaks$400/hr
- Cedarstone AdvisorsThousand Oaks$300-$500/hr
- ConfideThousand Oaks$200/hr, $3,000-$6,000
- Farrell Financial, Inc.Thousand Oaks$250-$350/hr, $6,450
- Gold Coast Securities, Inc.Thousand Oaks$50-$300/hr, $10,000
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.