PlannerFees

Eddy Financial, LLC fees and pricing

Financial planner in Santa Monica, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Eddy Financial, LLC charges $500 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Flat or project fee
$10,000
“Flat fees will not exceed $10,000.”

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

How Eddy Financial, LLC bills

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

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Unless otherwise noted in writing, our firm bills on cash.”
  • “Fees are negotiable and will be deducted from client account(s).”

How Eddy Financial, LLC’s fees compare

  • Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
  • 6 of the 7 other planners in Santa Monica that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
  • 1 of the 5 other planners in Santa Monica that publish a flat or project fee charge less.

About Eddy Financial, LLC

“Eddy Financial was formed in order to provide comprehensive wealth management solutions for our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Andrew D. Eddy
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Military and veterans
  • Insurance analysis
  • Charitable giving

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
1.1% a year
Clients
45
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$61,888,500
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
290208
Website
eddyfinancial.com (opens in new tab)
Phone
(310) 451-3339

Other planners in Santa Monica that publish fees

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