Farrell Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“A Flat Fee $500 - $2,500 General Consulting For a client who desire knowledge not in a format provided $250 an hour Expert Witness $350 an hour Investment Management Deducted directly from accounts quarterly in advance using a threshold rate.”

Flat or project fee

$6,450

“A Flat Fee $6,450 Target Planning Not a full financial plan.”

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

How Farrell Financial, Inc. bills

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

• “$2,000 - $6,000 Qualified Plan Investment Management Acting as Co-Fiduciary Billed either monthly or quarterly in advance using a threshold rate.”
• “Past Due Accounts and Termination of Agreement Fees are due in advance.”
• “Upon termination of agreement the advisor will provide the client a refund of any unearned fees.”

How Farrell Financial, Inc.’s fees compare

• Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
• Its flat or project fee of $6,450 is above the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.

About Farrell Financial, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2001 (25 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

108

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$73,739,777

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134388

Phone

(818) 874-4005

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• ConfideThousand Oaks$200/hr, $3,000⁠-⁠$6,000
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Gold Coast Securities, Inc.Thousand Oaks$50⁠-⁠$300/hr, $10,000

Compare all 17 planners in Thousand Oaks