Evidencial Financial Consulting fees and pricing
Financial planner in Orinda, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 1, 2026, Evidencial Financial Consulting charges a flat or project fee of $5,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$25,000
“The agreed-upon annual fee for ongoing financial planning and consulting services typically ranges between $5,000 and $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Evidencial Financial Consulting bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Evidencial Financial Consulting charges a negotiable hourly fee of up to $350 per hour to be billed upon completion of the contracted services.”
- “The fee is billed quarterly in arrears as invoiced.”
- “Fees are negotiable based on individual client needs and circumstances.”
How Evidencial Financial Consulting’s fees compare
- Its flat or project fee of $5,000-$25,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
About Evidencial Financial Consulting
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2018 (8 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
- 1.25% a year
- Clients
- 7
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,245,391
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298003
- Phone
- (415) 902-3632
Other planners in Orinda that publish fees
- Bell Investment Advisors IncOrinda$150/hr, $10,000
- Outflyers LLCOrinda$300/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
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date?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.