Decision Investments, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning & Consulting Services For financial planning and consulting services only to be rendered, without advisory services, we charge an hourly rate of $200 per hour or a fixed fee in the range of $1,500 ~ $5,000 depending upon the nature and complexity of your financial situation and the advice you seek.”

Flat or project fee

$1,500

From the same sentence as above.

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

How Decision Investments, Inc. bills

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

• “However, if the Client chooses to be billed directly, advisory fees will be due within 30 days of receipt of an invoice.”
• “Any unused portion of fees collected in advance will be refunded within 30 days. 8 Adviser Fees may be negotiable, based on the discretion of the firm principal.”
• “Advisory fees payable to us do not include all the fees you will pay when we purchase or sell securities for your Account(s).”

How Decision Investments, Inc.’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Decision Investments, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

2% a year

Clients

135

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$154,906,138

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145073

Website

decisioninvestments.com (opens in new tab)

Phone

(858) 812-3026

Can advise clients in 7 states: Arizona, California, Florida, Louisiana, Oregon, Texas, Virginia

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