PlannerFees

Forest Hill Financial Advisory Group LLC fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 8, 2026, Forest Hill Financial Advisory Group LLC charges $150 an hour and a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“The maximum hourly fee to be charged will not exceed $150.”
Flat or project fee
$1,500⁠-⁠$5,000
“Flat fees range from $1,500 to $5,000.”

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

How Forest Hill Financial Advisory Group LLC bills

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

  • “Advisory fees are withdrawn from client accounts quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Fees will be deducted directly from client account(s) with ADV Part 2A – Firm Brochure Page 5 Forest Hill Financial Advisory Group LLC invoices sent to the client showing the calculations as described in our Discretionary Trading Agreement.”
  • “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How Forest Hill Financial Advisory Group LLC’s 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 35 other planners in San Francisco that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
  • 9 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About Forest Hill Financial Advisory Group LLC

“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2006 (20 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
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
22
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
$26,997,434
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
141274
Phone
(415) 254-7748

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