Fleming Financial Advising fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$290/hr

“Limited Advisory Agreement (Page 5) Retainer Agreement (Page 6) Financial Management Agreement (Page 7) Page 8 Current Hourly Rate FFA's current hourly rate for billing calculations is $290.”

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How Fleming Financial Advising’s fees compare

• Its hourly rate of $290 is below the California median of $300. 40% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.

About Fleming Financial Advising

• Firm size: 2 employees.
• Founded: 1999 (27 years).

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

Minimum

No minimum stated in brochure

Clients

44

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$65,726,053

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134146

Phone

(925) 287-9448

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek