Faulkner Financial Planning, LLC fees and pricing
Financial planner in Cameron Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Faulkner Financial Planning, LLC charges a flat or project fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250
“Faulkner Financial Planning assesses financial planning clients its fee in the amount of $250.00 hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Faulkner Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, financial planning / consulting fees are payable in arrears.”
- “This annual fee is charged quarterly in arrears based upon the market value of the assets being managed on the last day of the previous month.”
- “The management fee is assessed on a quarterly basis, payable in arrears.”
How Faulkner Financial Planning, LLC’s fees compare
- Its flat or project fee of $250 is below the California median of $5,000. None of the 796 other California planners that publish a flat or project fee charge less.
- None of the 2 other planners in Cameron Park that publish a flat or project fee charge less.
About Faulkner Financial Planning, LLC
“The Firm provides its clients with a broad range of comprehensive financial planning and consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $11,208,325
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166337
- Phone
- (530) 676-1777
Other planners in Cameron Park that publish fees
- Folsom Wealth AdvisorsCameron Park$350/hr, $2,450-$5,250
- Mark Harris ServicesCameron Park$125/hr
- MP3 Finance LLCCameron Park$100/hr, $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.