Diwy Financial Planning fees and pricing

Financial planner in Los Angeles, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Diwy Financial Planning charges $400⁠-⁠$1,000 an hour for financial planning.

Published fees

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

Hourly rate
$400⁠-⁠$1,000/hr
“For​ ​non-standard engagements requiring extensive research, in-depth analysis performed outside of​ ​meetings, or the delegation of implementation tasks to DIWYFP, the rate may exceed the standard tier​ ​of $400 per hour, up to the maximum of $1,000 per hour.”

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

How Diwy Financial Planning bills

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

  • “The fee may be negotiable in certain cases, and the rate applied​ ​depends on the complexity of the client’s circumstances and the level of expertise required.”
  • “Clients are not billed separately for time spent on planning, analysis, or administrative tasks​ ​performed outside of meetings, unless specifically negotiated.”
  • “Fees may be paid by electronic funds​ ​transfer or check.”

How Diwy Financial Planning’s fees compare

  • Its hourly rate of $400-$1,000 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
  • 31 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Diwy Financial Planning

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335615
Website
diwyfp.com (opens in new tab)
Phone
(818) 798-9565

Can advise clients in 3 states: California, New York, Oregon

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Is something on this page wrong or out of date?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