Fonte Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“The maximum hourly fee to be charged will not exceed $325.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Fonte Financial Advisors bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Fonte Financial Advisors’ fees compare

• Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Fonte Financial Advisors

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

1.5% a year

Clients

135

Employees

3

Works with

Individuals, high net worth individuals, and business development companies

Services reported to regulators

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

Assets managed

$158,090,464

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311162

Website

fontefinancial.org (opens in new tab)

Phone

(858) 800-4176

Can advise clients in 5 states: Arizona, California, Colorado, Florida, Texas

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad