Douglas Brian Neyland fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.

Hourly rate

Up to $150/hr

Capped at $150, at or below the San Diego median of $275. Capped at $150, at or below the California median of $300.

“The hourly fee for financial planning is up to $150 and is paid after the consultations.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

Solo practice (one employee)

Registered since

1998 (28 years)

Firm details from Form ADV

How the firm is paid

Hourly fees and a percentage of assets under management

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7.5 million

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of March 4, 2026

CRD number

113095 (opens in new tab)

Phone

(858) 569-0244

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• Willow Creek FinancialSan DiegoHourly up to $250/hr, Annual $750⁠-⁠$10,000/yr
• Cross Border Wealth AdvisorsSan DiegoFlat $499, Annual up to $50,000/yr
• Lighthouse Advisory Services, Inc.San DiegoHourly $75⁠-⁠$200/hr, Flat $750⁠-⁠$2,500
• Wonder Wealth LLCSan DiegoHourly $200⁠-⁠$300/hr, Flat $1,000

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