Ehrlich Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly fees range from $250 to $500 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Fixed fees range from $1,500 to $10,000.”

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

How Ehrlich Financial Group bills

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

• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Ehrlich Financial Group’s fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Laguna Niguel that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Laguna Niguel that publish a flat or project fee charge less.

About Ehrlich Financial Group

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• 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

207

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$250,145,300

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325595

Website

ehrlichfg.com (opens in new tab)

Phone

(949) 342-8852

Can advise clients in 5 states: Arizona, California, Nebraska, New Hampshire, Texas

Other planners in Laguna Niguel that publish fees

• Aalexander LLCLaguna Niguel$250/hr, $500⁠-⁠$2,000
• Pacific Financial Planners, LLCLaguna Niguel$500⁠-⁠$1,000
• Sentient Financial, LLCLaguna Niguel$200/hr
• 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 6 planners in Laguna Niguel