Filippini Investment Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The hourly rate for financial planning is $200 to $500 per hour.”

Flat or project fee

$500

“At our discretion, we may offer our financial planning and investment consultation services on a fixed fee basis, generally the fee can be as low as $500 but may be substantially higher depending on the facts and circumstances.”

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

How Filippini Investment Advisory bills

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

• “Fixed fees are billed as earned, on a quarterly basis.”
• “Asset‐Based Fees Our advisory fees are payable quarterly at the end of each calendar quarter in arrears.”

How Filippini Investment Advisory’s fees compare

• Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Filippini Investment Advisory

• Firm size: 2 employees.
• Registered as an adviser: 2013 (13 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

1.5% a year

Clients

44

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$20,585,148

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165943

Website

filippiniadvisory.com (opens in new tab)

Phone

(805) 969-9690

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara