De Vries Asset Management, LLC fees and pricing

Financial planner in Encinitas, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 20, 2026, De Vries Asset Management, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The fee for a financial plan is $500 an hour and are NEGOTIABLE.”

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

“Fees for Financial Planning will be paid to the firm via check or if client has ana account that is currently managed by the firm they may elect to have the fee deducted from their investment account.”
“Fees for financial plans are billed the lesser of half the agreed-upon fee or $500 in advance, with the balance due upon delivery of the financial plan and/or services rendered.”
“You will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm and Planner.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
4 of the 5 other planners in Encinitas that publish an hourly rate charge less.

Principal: Darren DeVries
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341027
Phone: (619) 780-0855

Is something on this page wrong or out of date?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.