Financial Peak fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Hourly rates range between $150 - $350 per hour, depending on complexity.”

Flat or project fee

$500

“Comprehensive Financial Planning consists of an upfront charge of $500-5,000 and an ongoing fee that is paid monthly in arrears at the rate of $100-500 per month.”

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

How Financial Peak bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Financial Peak’s fees compare

• Its hourly rate of $150-$350 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 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.

About Financial Peak

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

47

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$15,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318061

Website

financialpeak.us (opens in new tab)

Phone

(818) 639-9278

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

Compare all 1,914 planners in California