DRS Financial Partners LLC fees and pricing
Financial planner in San Jose, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 30, 2026, DRS Financial Partners LLC charges $400 an hour, a flat or project fee of $2,000-$4,000, a monthly fee of $300-$600, and a quarterly fee of $900-$1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Financial Planning engagements are offered at an hourly rate of $400 per hour.”
- Flat or project fee
- $2,000-$4,000
“Comprehensive Financial Planning consists of an upfront fee between $2,000 and $4,000, and an ongoing fee that is paid in arrears, either monthly or quarterly.”
- Monthly fee
- $300-$600/mo
“For clients paying monthly, the fee is $300-$600 per month.”
- Quarterly fee
- $900-$1,800/qtr
“For clients paying quarterly, the fee is $900-$1,800 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How DRS Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on complexity and needs of the client, and may be negotiable in certain cases.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How DRS Financial Partners LLC’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 11 of the 17 other planners in San Jose that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$4,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 7 of the 15 other planners in San Jose that publish a flat or project fee charge less.
About DRS Financial Partners LLC
- Principal: Stanley K. Himeno-Okamoto
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- Highest asset based fee in brochure
- 1% a year
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $7,463,094
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311660
- Website
- drsfp.com (opens in new tab)
- Phone
- (408) 495-4880
Can advise clients in 2 states: California, Hawaii
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Arena Advisors LLCSan Jose$250-$5,000
- Brightplan LLCSan Jose$20/mo
- Chief Capital Management, IncSan Jose$200/hr
- Concentrum Wealth ManagementSan Jose$350/hr, $2,000-$30,000
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.