Entrust Investment Services, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Planning services are available for a fee of $500 per hour unless these fees are waived by the Investment Adviser at its discretion.”

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

How Entrust Investment Services, Inc bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Additionally, if there is a refund due to the Client, it is prorated by the number of days services were performed during the quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”

How Entrust Investment Services, Inc’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.
• 3 of the 3 other planners in Campbell that publish an hourly rate charge less.

About Entrust Investment Services, Inc

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

166

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$141,061,839

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324860

Website

linkedin.com/company/entrustinv (opens in new tab)

Phone

(408) 429-8444

Can advise clients in 6 states: California, Colorado, Michigan, New Hampshire, Texas, Washington

Other planners in Campbell that publish fees

• Behage FinancialCampbell$300/hr
• Pacific Wealth AdvisorsCampbell$400/hr, Up to $25,000
• Seek First Inc.Campbell$300/hr, $1,500⁠-⁠$3,000/mo
• 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 9 planners in Campbell