Edward Haro Financial, LLC fees and pricing

Published fees

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

Hourly rate

$200/hr

“The negotiated hourly fee for these services is $200.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

Monthly fee

$20⁠-⁠$100/mo

“The fee is a flat fee ranging from $20 to $100 per month.”

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

How Edward Haro Financial, LLC bills

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

• “These fees are generally negotiable upon the needs of the client and complexity of the situation and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of EHF's fees within five business days of signing the Investment Advisory Contract.”
• “This fee is generally negotiable upon the needs of the client and the complexity of the situation.”

How Edward Haro Financial, LLC’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 2 other planners in Tustin that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Tustin that publish a flat or project fee charge less.

About Edward Haro Financial, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

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% a year

Clients

143

Employees

2

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$16,657,770

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328012

Website

edwardharofinancial.com (opens in new tab)

Phone

(714) 760-4276

Other planners in Tustin that publish fees

• Barnett Financial PlanningTustin$300/hr, $3,500
• Financial Advisors Network, Inc.Tustin$350/hr, $1,250⁠-⁠$3,500
• Ikigai PlanningTustin$3,000⁠-⁠$20,000/yr
• 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

Compare all 7 planners in Tustin