Financial Planning Associates fees and pricing
Financial planner in Aptos, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Financial Planning Associates charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly fee for these services is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Planning Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
- “Clients may terminate the agreement without penalty, for full refund of FPA fees, within five business days of signing the Financial Planning Agreement.”
- “The client should review TPFG's termination and refund provisions prior to the execution of the advisory agreement with TPFG.”
How Financial Planning Associates’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Financial Planning Associates
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 120
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 317454
- Phone
- (831) 685-8611
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Is something on this page wrong or out of date?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.