Diligent Investors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$5,000

“Flat fees will not exceed $5,000.”

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

How Diligent Investors, LLC bills

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

• “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Diligent Investors, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Redlands that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Redlands that publish a flat or project fee charge less.

About Diligent Investors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Clients

761

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$663,058,489

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158708

Website

diligentinvestorsllc.com (opens in new tab)

Phone

(909) 792-2894

Can advise clients in 13 states: Arizona, California, Florida, Iowa, Idaho, Illinois, Missouri, Nevada, Oregon, Tennessee, Texas, Utah, Washington

Other planners in Redlands that publish fees

• Money Strategies, Inc.Redlands$5,000⁠-⁠$245,000
• Pakha Investment AdvisoryRedlands$300/hr, $250⁠-⁠$1,450
• Retirement Wealth Group, IncRedlands$150⁠-⁠$300/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Redlands