Fata Financial fees and pricing
Financial planner in Tiburon, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Fata Financial charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The firm’s standard rate is $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fata Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client cancels service, any fee already paid for that quarter will be refunded on a prorated basis.”
How Fata Financial’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Tiburon that publish an hourly rate charge less.
About Fata Financial
“Based on direct communication with the client, we help clients establish realistic goals for retirement. We may offer planning services in other areas based on the needs of each client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $50,467,589
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135765
- Phone
- (415) 729-9359
Other planners in Tiburon that publish fees
- Gencap Portfolio ManagementTiburon$250/hr
- Ring Mountain Capital, LLCTiburon$1,250/hr, $1,500-$7,500
- 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
- 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Is something on this page wrong or out of date?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.