Fayner Capital Advisory fees
Financial planner in Costa Mesa, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 23, 2026, Fayner Capital Advisory (Costa Mesa, CA) charges $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the California median of $300; 88% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Costa Mesa charges less.
“Services are offered based on an hourly fee of $500 per hour.”
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
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Fayner Capital Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial plans are billed upon completion of the plan.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “In the case of hourly engagements, fees will be prorated based on the work completed at the stated hourly rate.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, a percentage of assets under management, and performance based fees
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 23, 2026
- CRD number
- 344644 (opens in new tab)
- Phone
- (714) 422-4831
Other planners in Costa Mesa that publish fees
- Accel Advisors, Inc.Costa MesaHourly $150-$300/hr, Flat $1,000-$10,000
More planners in California that publish fees
- BKB Financial Advisors, LLCMenlo ParkHourly $150-$450/hr
- Swad Wealth Management LLCSanta RosaHourly $500/hr, Flat $2,000-$20,000
- Fullerton Advisors, LLCDanvilleHourly up to $400/hr
- Onus Observer LLCSan FranciscoHourly $250/hr
- Sierra Pacific Private Wealth, LLCPleasantonHourly $250-$350/hr
- WealthBoost Advisors, LLCSan FranciscoFlat $1,000-$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Is something on this page wrong or out of date?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.