Financial Coaching Partners LLC fees and pricing
Financial planner in Somis, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Financial Coaching Partners LLC charges a monthly fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $300-$1,000/mo
“The negotiable fee ranges from $300/month to $1,000/month, depending on the complexity of a client’s financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Coaching Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The negotiable fee ranges from $500 to $5,000 depending on the complexity of a client’s financial situation.”
- “The negotiable hourly fee is up to $500/hour.”
- “The negotiable hourly fee is up to $500/hour.”
About Financial Coaching Partners LLC
- Firm size: 3 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- College planning
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
- Clients
- 145
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152306
- Phone
- (323) 497-8846
Other planners in California that publish fees
- 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
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.