Financial Advisors Network, Inc. fees and pricing
Financial planner in Tustin, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Advisors Network, Inc. charges $350 an hour and a flat or project fee of $1,250-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fees are $350 for financial advisors and $125 for paraplanners.”
- Flat or project fee
- $1,250-$3,500
“Flat fees generally range from $1,250 to $3,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Advisors Network, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Coordinating payment for bills and outside services when necessary.”
- “Our firm’s fees, which are generally negotiable, are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “Our firm bills on cash unless indicated otherwise in writing.”
How Financial Advisors Network, Inc.’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Tustin that publish an hourly rate charge less.
- Its flat or project fee of $1,250-$3,500 is below the California median of $5,000. 22% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 2 other planners in Tustin that publish a flat or project fee charge less.
About Financial Advisors Network, Inc.
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 22 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Charitable giving
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
- 2% a year
- Clients
- 816
- Employees
- 22
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $1,106,044,439
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152083
- Phone
- (714) 597-6510
Can advise clients in 14 states: Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, North Carolina, New York, Oregon, Texas, Utah, Washington
Other planners in Tustin that publish fees
- Barnett Financial PlanningTustin$300/hr, $3,500
- Edward Haro Financial, LLCTustin$200/hr, $500-$5,000
- Ikigai PlanningTustin$3,000-$20,000/yr
- 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.