Financial Planning for Generations, Inc. fees and pricing
Financial planner in Encino, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Financial Planning for Generations, Inc. charges $275-$550 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275-$550/hr
“The hourly rate for these engagements ranges from $275 to $550.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Planning for Generations, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly, in arrears, meaning that we invoice you after the onemonth billing period has ended.”
- “Payment in full is expected upon invoice presentation.”
- “Any unused portion of fees collected in advance will be refunded within 5 days.”
How Financial Planning for Generations, Inc.’s fees compare
- Its hourly rate of $275-$550 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Encino 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 for Generations, Inc.
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and EA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 90
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130582
- Phone
- (855) 374-9174
Other planners in Encino that publish fees
- Goodstein Wealth Management LLCEncino$320/hr, $500-$5,500
- Heyman Wealth Management, LLCEncino$2,500-$10,000, $1,000-$10,000/yr
- Navalign, LLCEncino$400/hr, $400
- Wealth Management Partners of Los AngelesEncino$250/hr, $500-$3,000
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.