E. Demmler and Associates fees and pricing
Financial planner in Castro Valley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, E. Demmler and Associates charges $300 an hour, a flat or project fee of $2,500-$30,000, and an annual fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly fees are $300 for Financial Advisors, and $150 per hour for Assistants.”
- Flat or project fee
- $2,500-$30,000
“Flat fees generally range from $2,500 to $30,000.”
- Annual fee
- $500-$10,000/yr
“The annual retainer may range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How E. Demmler and Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Planning for Individuals and Families At the initial consultation, no fees are payable.”
- “Clients will have five business days to cancel any contract with us and receive a full refund.”
- “After five business days and prior to formal delivery of the plan, a client may receive a refund for the portion of the plan not completed.”
How E. Demmler and Associates’ fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$30,000 spans the California median of $5,000. 90% of the 796 other California planners that publish a flat or project fee charge less.
- Its annual fee of $500-$10,000 spans the California median of $6,250. 40% of the 224 other California planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About E. Demmler and Associates
“We are dedicated to providing individuals and other types of clients with a wide array of financial planning, educational and consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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, pension consulting, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116281
- Phone
- (510) 865-1026
Other planners in Castro Valley that publish fees
- Davenport Wealth AdvisorsCastro Valley$20,000
- 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
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.