Foronjy Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“FORONJY FINANCIAL bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.”

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

How Foronjy Financial bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of FORONJY FINANCIAL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of FORONJY FINANCIAL's fees within five business days of signing the Investment Advisory Contract.”

How Foronjy Financial’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the California median of $5,000. 88% of the 796 other California planners that publish a flat or project fee charge less.
• 12 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Foronjy Financial

• Firm size: 7 employees.
• Registered as an adviser: 2024 (2 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

Highest asset based fee in brochure

1% a year

Clients

183

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$278,028,743

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332380

Website

foronjyfinancial.com (opens in new tab)

Phone

(805) 543-1033

Other planners in Santa Barbara that publish fees

• Abundant Wealth Partners, LLCSanta Barbara$175⁠-⁠$500/hr, $350⁠-⁠$25,000
• Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950⁠-⁠$10,000
• Avalan, LLCSanta Barbara$250⁠-⁠$500/hr, $500⁠-⁠$10,000
• Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
• Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
• Capital Adulting LLCSanta Barbara$250⁠-⁠$650/hr, $200⁠-⁠$800/mo

Compare all 29 planners in Santa Barbara