Etzler Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If your project requires more time than the Allocated Time estimate, you will be invoiced for the additional time at our standard hourly rate of $250 per hour.”

Flat or project fee

$3,000⁠-⁠$5,000

“The initial financial planning project fee typically ranges between $3,000 and $5,000.”

Annual fee

$2,000⁠-⁠$5,000/yr

“The annual fee for subscription services typically ranges between $2,000 and $5,000.”

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

How Etzler Financial Advisors, LLC bills

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

• “An invoice will be provided at that time.”
• “You will be billed for the balance of the fee in 2 consecutive monthly installments thereafter.”
• “If applicable, additional invoices will be issued for excess time beyond the initial Allocated Time.”

How Etzler Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $2,000-$5,000 is below the California median of $6,250. 26% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Etzler Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

No minimum stated in brochure

Clients

130

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$5,503,675

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134022

Website

twitter.com/etzlerfinancial (opens in new tab)

Phone

(530) 777-2030

Other planners in California that publish fees

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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