Fog City Advisors, LLC fees and pricing
Financial planner in Albany, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Fog City Advisors, LLC charges a flat or project fee of $2,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,400
“The fee for the Financial Review is a flat amount of $2400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fog City Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated and paid on a quarterly basis, in advance, with the first quarterly payment due upon execution of the engagement agreement. 7 Fog City Advisors, LLC Fees are deducted from an account designated by you to facilitate billing.”
- “You must consent in advance to direct debiting of your investment account.”
- “Alternatively, you can choose to pay your fee by check or Zelle.”
How Fog City Advisors, LLC’s fees compare
- Its flat or project fee of $2,400 is below the California median of $5,000. 22% of the 796 other California planners that publish a flat or project fee charge less.
About Fog City Advisors, LLC
“Fog City Advisors, LLC provides holistic financial planning and investment advisory services to individual clients, as well as trusts, non-profit organizations, and business entities.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, CPA, and EA.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 112
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $143,621,170
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321822
- Phone
- (650) 508-2020
Can advise clients in 2 states: California, Utah
Other planners in Albany that publish fees
- Farm Girl Capital LLCAlbany$2,500/yr
- 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
- 5T Wealth, LLCNapa$200-$450/hr
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.