Determined Advisors LLC fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 12, 2026, Determined Advisors LLC charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000/yr; “We assess a $10,000 annual fee that is paid to our firm on a quarterly basis.”

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

“Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
“Fees are to be paid to our firm by check or draft from US-based financial institutions.”
“The retainer fee is paid to our firm in advance and is due within the first 10 calendar days of each quarter.”

Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
10 of the 21 other planners in San Diego that publish an annual fee charge less.

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, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 21
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $13,781,800
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319089
Website: determinedadvisors.com (opens in new tab)
Phone: (303) 653-1753

Is something on this page wrong or out of date?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