Etu Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$4,000

“For a client who engages the Firm for a stand-alone, one-time written financial plan without investment management, the Firm charges a fixed fee ranging from $1,500 to $4,000, determined by the scope and complexity of the engagement.”

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

How Etu Financial bills

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

• “The Firm’s fees are negotiable at the Firm’s discretion.”
• “Billing, Valuation, and Direct Debit of Fees Billing in arrears.”
• “Fees are billed quarterly in arrears — that is, at the end of each quarter for the management services provided during the quarter just ended.”

How Etu Financial’s fees compare

• Its flat or project fee of $1,500-$4,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Etu Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$500,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343403

Website

alwaysontax.com (opens in new tab)

Phone

(925) 272-8253

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek