Financial Client fees and pricing

Financial planner in Sacramento, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Client charges a monthly fee of $299 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.

Monthly fee: $299/mo; “Determine the number of days in July = 30 days, then divide the monthly fee of $299 by 30 days equals $9.66 (daily fee).”

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

“Fees are negotiable and lower fees for comparable services may be available from other sources.”
“Fees are paid in advance monthly by ACH or electronic invoicing.”
“Fees are negotiable and lower fees for comparable services may be available from other sources.”

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

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: 1.99% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319291
Phone: (707) 320-1040

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.