Financial Designs Corporation fees and pricing
Financial planner in Claremont, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Financial Designs Corporation charges $600 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $600/hr
“The fee schedule is $600 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Designs Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee is payable upon signing the Agreement and the balance is payable upon delivery of the written plan.”
- “Our annual portfolio management fee for portfolio management services is billed and payable quarterly in arrears based on the number of days in the quarter.”
- “If the Agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
How Financial Designs Corporation’s fees compare
- Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
About Financial Designs Corporation
“We offer broad-based financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 6 employees.
- Registered as an adviser: 1995 (31 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
- 515
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $507,915,735
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 14829
- Phone
- (909) 626-1642
Can advise clients in 12 states: Arizona, California, Colorado, Idaho, Louisiana, North Carolina, Nebraska, New Hampshire, Nevada, Oregon, Texas, Washington
Other planners in Claremont that publish fees
- Evermont WealthClaremont$250-$1,850/hr
- Lifesteps FinancialClaremont$6,000/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
- 401 FinancialSan Diego$250/hr, $500
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.