Financial Analytical Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“A flat $500 retainer fee is charged when the comprehensive financial planning process begins, with the remainder of the approximated fee due as of the end of the month in which the Comprehensive Financial Plan is presented and explained to the client.”

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

How Financial Analytical Services, Inc.’s fees compare

• 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.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Financial Analytical Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1980 (46 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136001

Phone

(714) 964-2220

Other planners in Fountain Valley that publish fees

• Recalibrating WealthFountain Valley$300/hr, $3,000⁠-⁠$10,000
• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California