Fintent fees and pricing

Financial planner in Monrovia, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Fintent charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

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

“New account fees will be prorated from the inception of the account to the end of the first month.”
“Hourly fee-based clients are billed one half of the fee at the time of signing the agreement with the Advisor and the balance upon delivery of the financial plan or written report to the client.”
“If the client terminates the agreement prior to the Advisor's completion of the financial plan or project, any fees due the Advisor will be invoiced to the client and payable within five days of delivery of the invoice.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

“These courses primarily focus on the introduction of a holistic approach to personal finance, financial planning, and investing.”

From the firm's description of its advisory business in its Form ADV brochure.

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

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: 2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed: $3,057,742
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331452
Website: youtube.com/@FintentInvest (opens in new tab)
Phone: (703) 869-2828

Is something on this page wrong or out of date?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.