Financial Security Solutions, Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 9, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly fees are $400.”

Flat or project fee

$500⁠-⁠$10,000

“Flat fees generally range from $500 to $10,000.”

Annual fee

$1,000/yr

“Financial planning maintenance and review costs an annual flat fee of $1,000 billed in three (3) installments.”

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

How Financial Security Solutions, Corp. bills

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

• “Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance or in arrears based on the value of your account on the last day of the (previous) quarter, as applicable.”
• “Fees are generally not negotiable and will be deducted from your account(s).”
• “Financial planning maintenance service is billed directly to clients annually in three (3) installments.”

How Financial Security Solutions, Corp.’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Valencia that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Valencia that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the California median of $6,250. 8% of the 224 other California planners that publish an annual fee charge less.

About Financial Security Solutions, Corp.

• Firm size: 4 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax 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

86

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$68,956,602

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

124085

Website

fin-security.com (opens in new tab)

Phone

(818) 344-7177

Can advise clients in 2 states: California, Louisiana

Other planners in Valencia that publish fees

• Avinci Wealth Management, Inc.Valencia$499, $3,995⁠-⁠$6,995/yr
• Global Financial Advisory Services, Inc.Valencia$250/hr
• Mears Money ManagementValencia$395
• RCV Financial ServicesValencia$250/hr, $500⁠-⁠$10,000
• Wealth Planning Group, Inc.Valencia$250/hr, $2,000⁠-⁠$20,000

Compare all 7 planners in Valencia