Favrile Financial fees
Financial planner in Del Mar, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Favrile Financial (Del Mar, CA) charges up to $300 an hour and an annual fee of up to $12,000 for financial planning.
- Website: favrilefinancial.com (opens in new tab)
- Call (858) 525-1368
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Capped at $300, at or below the California median of $300.
“The Advisor will charge an hourly fee of up to $300 an hour.”
- Annual fee
- Up to $12,000/yr
Can go up to $12,000; the California median is $8,483.
“The Advisor charges its Clients based on an annual fixed fee ranging up to $12,000 for wealth management services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How Favrile Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 13
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $15.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 23, 2026
- CRD number
- 290620 (opens in new tab)
- Phone
- (858) 525-1368
Other planners in Del Mar that publish fees
- FlightPath Financial PlanningDel MarHourly $250-$375/hr, Flat $400-$2,000
More planners in California that publish fees
- Global Wealth HarborDanvilleHourly $100-$300/hr, Flat $500-$8,000
- Rising Capital Inc.Mill ValleyHourly $1,000/hr, Flat $12,500-$75,000
- Banta Asset Management LPNewport BeachHourly $350/hr
- Financial ZenSan FranciscoMonthly $50-$1,500/mo
- Vere ChappellLaguna HillsHourly $200/hr
- Aequitas Financial, LLCSanta AnaFlat $500-$1,000, Monthly $500-$800/mo
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.