Diablo Investment Advisors, LLC fees and pricing
Financial planner in Ponte Vedra, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Diablo Investment Advisors, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees for consulting services will be based on an hourly rate of $300/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Diablo Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management Asset Management fees are charged quarterly in arrears based upon the market value of assets under management for the prior calendar quarter end.”
- “The fee will be prorated for periods of time less than one quarter.”
- “For on-going financial planning, a fixed retainer fee will be charged quarterly in arrears based upon the market value of assets under management for the prior calendar quarter end.”
How Diablo Investment Advisors, LLC’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Ponte Vedra that publish an hourly rate charge less.
About Diablo Investment Advisors, LLC
“At the client's request, DIA will provide planning services through a comprehensive, integrated and ongoing management of the client's financial concerns.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC® and CFA.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Insurance analysis
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
- 0.65% a year
- Minimum
- $625 minimum fee (stated in brochure)
- Clients
- 27
- 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
- $42,273,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148139
- Phone
- (925) 735-6265
Can advise clients in 2 states: California, Florida
Other planners in Ponte Vedra that publish fees
- Caleo Capital N.A. LLCPonte Vedra$250/hr, $25,000/yr
- Crewson FinancialPonte Vedra$250/hr, $4,900
- Highland Investment Advisors LLCPonte Vedra$3,500-$10,000, $175/mo
- Lighthouse RetirementPonte Vedra$1,000/yr
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.