Fairlead Financial Advisors, LLC fees and pricing
Financial planner in Greenbrae, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Fairlead Financial Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fairlead Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for a full plan typically range from $1,500 to $10,000, payable upon completion.”
- “Upon completion of the course requirements the candidate is eligible to sit for the two day, 10-hour comprehensive examination.”
How Fairlead 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.
About Fairlead Financial Advisors, LLC
“Our mission is to deliver investment and financial planning solutions that are appropriate and that have the highest probability of accomplishing the client’s objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Charitable giving
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
- Clients
- 34
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Assets managed
- $99,796,609
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128855
- Phone
- (415) 381-6890
Other planners in California that publish fees
- 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
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.