Firmo Investment Consulting Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“AND CONSULTING Firmo charges an hourly fee of $150 per hour based on complexity and unique Client needs for financial planning.”

Flat or project fee

$1,050

“Financial planning fee is $1,050 (7 x $150) Initial fee is $525 Client decides to terminate the agreement Firmo has completed three hours of work Client is entitled to a refund of $75 ($525 – (3*$150)).”

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

How Firmo Investment Consulting Services bills

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

• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”

How Firmo Investment Consulting Services’ fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• None of the 15 other planners in Pasadena that publish an hourly rate charge less.
• Its flat or project fee of $1,050 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 16 other planners in Pasadena that publish a flat or project fee charge less.

About Firmo Investment Consulting Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

24

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,700,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

153185

Website

firmofinancial.com (opens in new tab)

Phone

(310) 807-7000

Can advise clients in 3 states: California, Texas, Utah

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000
• Garabedian Wealth Management GroupPasadena$500/hr

Compare all 35 planners in Pasadena