Dove Investment Research and Management, Inc. fees and pricing
Financial planner in Irvine, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Dove Investment Research and Management, Inc. charges $200-$400 an hour and a flat or project fee of $2,500-$5,000 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
- $200-$400/hr
“Our hourly fee ranges between $200 and $400, depending on where the client resides, and the topics covered.”
- Flat or project fee
- $2,500-$5,000
“Our fixed fee ranges from $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dove Investment Research and Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We collect the fee upon delivery of the financial plan or service.”
- “The fees may be negotiable based on individual circumstances and additional services that the client engages with us on.”
- “The client may choose to be invoiced and pay for financial planning services by check or credit card.”
How Dove Investment Research and Management, Inc.’s fees compare
- Its hourly rate of $200-$400 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Dove Investment Research and Management, Inc.
“We offer several types of services including financial planning, estate resolutions services, portfolio management, and the recommendation of third-party investment advisers. We offer comprehensive financial planning along with single issue financial consulting services.”
- Firm size: 2 employees.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 2.65% a year
- Clients
- 175
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $107,371,381
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300058
- Phone
- (949) 276-5800
Can advise clients in 4 states: California, Idaho, Texas, Utah
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.