Fincop Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Hourly rates are $100 per hour.”

Flat or project fee

$2,000

“Workshops charged per person will not exceed $200 per person, and workshops charged as a flat rate will not exceed $2,000.”

Annual fee

$2,000/yr

“Retainer fees will not exceed $2,000 per year.”

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

How Fincop Financial Planning bills

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

• “The remainder is billed and payable upon completion of the project.”
• “The client is billed after the plan and recommendations are made.”
• “Retainer fees are billed and payable quarterly at the end of the quarter.”

How Fincop Financial Planning’s fees compare

• Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Dublin that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.

About Fincop Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and ChFC®.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

3% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330320

Website

fincopfinancialplanning.com (opens in new tab)

Phone

(510) 579-9389

Other planners in Dublin that publish fees

• Bayleaf Financial ServicesDublin$250/hr, $1,000⁠-⁠$10,000
• Lucerna Capital Management LLCDublin$300/hr, $3,000⁠-⁠$15,000
• Megan Rouse Financial PlanningDublin$500/hr, $6,000⁠-⁠$15,000
• 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

Compare all 6 planners in Dublin