PlannerFees

Forrest Michael Leichtberg fees and pricing

Financial planner in Carpinteria, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 3, 2026, Forrest Michael Leichtberg charges $200⁠-⁠$400 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$400/hr
“Typical fee ranges include:​ ●​ Hourly financial planning: $200 – $400 per hour.”
Flat or project fee
$2,500⁠-⁠$10,000
“There is no minimum number of hours required, and the maximum number of hours for any engagement is agreed upon in advance with the client based on the scope and complexity of the services. ​ ●​ One-time or flat financial plans: $2,500 – $10,000.”

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

How Forrest Michael Leichtberg bills

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

  • “Services may include periodic financial check-ins, review of financial goals, cash flow and budgeting guidance, high-level investment education, responses to client financial questions, and general financial planning support.”
  • “Fees may be paid in advance or in arrears, as agreed upon with the client.”
  • “If advisory services are terminated prior to the end of a billing period, any unearned fees paid in advance will be refunded to the client on a prorated basis, calculated based on the number of days services were provided during the billing period.”

How Forrest Michael Leichtberg’s fees compare

  • Its hourly rate of $200-$400 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.

About Forrest Michael Leichtberg

“The firm provides financial planning and non-discretionary investment advisory services tailored to each client’s financial circumstances 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: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
No minimum stated in brochure
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340688
Phone
(805) 724-4947

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