Edmd Financial Strategies, LLC fees
Financial planner in San Ramon, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 1, 2026, Edmd Financial Strategies, LLC (San Ramon, CA) charges $300 an hour and a flat or project fee of $500-$7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the California median of $300; 42% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in San Ramon charges more.
“Fees for Advisory Services - continued Financial Planning and Consulting Services EFS offers financial planning or consulting services on an hourly basis for $300 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- Flat or project fee
- $500-
$7,500 Runs from below the California median of $5,000 to above it.
“The Advisor may also charge a negotiable fixed fee ranging from $500 to $7,500 for a financial plan, the total of which is dependent upon the level and scope of these services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $100,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
How Edmd Financial Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees in the first quarter of service are prorated to the inception date of the account to the first quarter.”
- “One half of the total estimated fixed and hourly fees are due and payable at the time the Client’s agreement is executed, with the remainder of the fees are due upon presentation of a plan or the rendering of consulting services.”
- “As noted above, financial planning and consulting fee are invoiced by the Advisor and due upon receipt.”
About Edmd Financial Strategies, LLC
- Founded: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 50
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $2.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 1, 2026
- CRD number
- 153242 (opens in new tab)
- Website
- edmd.org (opens in new tab)
- Phone
- (925) 804-6820
Other planners in San Ramon that publish fees
- Insight Wealth Strategies, LLCSan RamonHourly up to $500/hr, Flat up to $50,000
- InverseWealth LLCSan RamonFlat $2,500-$15,000, Annual $5,000-$20,000/yr
- Key Focus Wealth LLCSan RamonHourly $350/hr, Flat $5,000-$10,000
More planners in California that publish fees
- MGN and Co LLCSanta MonicaHourly $100-$300/hr
- Clearview Financial, Inc.San DiegoAnnual from $12,000/yr
- Woven ProsperitySan FranciscoHourly $200-$350/hr
- Pashman Financial LLCPlaya Del ReyHourly $150/hr, Flat $2,000-$5,000
- Veritas Financial Consulting LLCMonroviaFlat $500-$7,500, Quarterly $75-$5,000/qtr
- Integrated Capital Management, IncCarsonHourly $125-$175/hr, Flat $500-$3,500
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.