Fallbrook Fi fees and pricing
Financial planner in Clovis, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Fallbrook Fi charges $250 an hour, a flat or project fee of $5,000, a monthly fee of $300-$1,250, and a quarterly fee of $900-$3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $5,000
“Ongoing Financial Planning FFi collects an initial fee, no greater than $5,000.”
- Monthly fee
- $300-$1,250/mo
“Fees are paid monthly or quarterly in advance, ranging from $300 to $1,250 per month or $900 to $3,750 per quarter.”
- Quarterly fee
- $900-$3,750/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fallbrook Fi bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Fallbrook Fi’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.
- None of the 2 other planners in Clovis that publish an hourly rate charge less.
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
About Fallbrook Fi
- Principal: Devin Watts
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 11
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $786,036
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334369
- Phone
- (559) 776-8656
Other planners in Clovis that publish fees
- Bolt Wealth Management LLCClovis$250/hr, $1,250/qtr
- Integrated Planning & InvestmentsClovis$600-$10,000/yr
- SimplifiedfpClovis$300/hr, $1-$1,500
- 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
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.