Flightpath Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$375/hr

“Financial planning advice may also be rendered separately on an hourly basis at a rate of $250$375 per hour based on the work to be completed, charged monthly in arrears.”

Flat or project fee

$400⁠-⁠$2,000

“The initial flat fee ranges from $400 $2,000 and is due upon execution of the advisory agreement.”

Annual fee

$1,200⁠-⁠$10,000/yr

“The flat annual fee ranges from $1,200 - $10,000 per year and is charged in monthly installments in arrears.”

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

How Flightpath Financial Planning bills

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

• “Financial Planning fees are generally payable electronically via (i) ACH or debit/credit card via Advice Pay (an independent and unaffiliated third-party payment processor), (ii) check, or (iii) direct debit from a designated investment account.”
• “Since fees are paid in arrears, no refund will be needed upon termination.”
• “Fees are negotiable, and each client’s specific fee schedule is included as part of the advisory agreement signed by the Adviser and the client.”

How Flightpath Financial Planning’s fees compare

• Its hourly rate of $250-$375 spans the California median of $300. 55% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $400-$2,000 is below the California median of $5,000. 11% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $1,200-$10,000 spans the California median of $6,250. 43% of the 224 other California planners that publish an annual fee charge less.

About Flightpath Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Divorce

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

1% a year

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$11,066,876

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318701

Website

flightpathfp.com (opens in new tab)

Phone

(858) 386-0917

Other planners in Del Mar that publish fees

• Torrey Growth & Income Advisors, LLCDel Mar$250/hr
• Weatherly Asset ManagementDel Mar$2,500/qtr
• 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
• 401 FinancialSan Diego$250/hr, $500

Compare all 6 planners in Del Mar