PlannerFees

Eureka Financial Planners, LLC fees and pricing

Financial planner in Eureka, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, Eureka Financial Planners, LLC charges $125 an hour and a flat or project fee of $125⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125/hr
“QUALIFIED PLAN CONSULTING SERVICES Eureka Financial Planners offers qualified plan consulting services to individuals for a negotiable flat fee of $125 - $2,500 based on the complexity of the case for the consultation based on the hourly rate of $125.”
Flat or project fee
$125⁠-⁠$2,500

From the same sentence as above.

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

How Eureka Financial Planners, LLC bills

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

  • “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
  • “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund and without penalty.”
  • “For services started any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the initial fee period.”

How Eureka Financial Planners, LLC’s fees compare

  • Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
  • Its flat or project fee of $125-$2,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.

About Eureka Financial Planners, LLC

“Eureka Financial Planners provides investment supervisory services, also known as asset management. Eureka Financial Planners offers non-discretionary direct asset management services to advisory clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2015 (11 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
1% a year
Clients
98
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
$51,680,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
269975
Phone
(707) 268-1395

Can advise clients in 3 states: California, Oregon, Washington

Other planners in California that publish fees

Compare all 1,914 planners in California

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.