Fourzan Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$2,000/hr

“Service Type Fee Standalone Financial Plan (Fixed Fee) $600 – $2,000 Hourly Consultations / Project Work $200 per hour Integrated with Portfolio Management No separate fee The applicable fee structure and total estimated cost will be disclosed to the client in writing before work begins.”

Flat or project fee

$500

“Any upfront deposit collected at the commencement of a financial planning engagement shall not exceed $500.”

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

How Fourzan Financial LLC bills

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

• “Fees are negotiable at the sole discretion of the Firm.”
• “Fourzan Financial LLC — Form ADV Part 2A — Page 6 of 17 Billing and Payment Advisory fees are billed quarterly in arrears, based on the market value of assets under management at the end of each billing quarter.”
• “Financial planning fees are collected directly from the client at the time of service or via online invoice payable by the due date specified on the invoice.”

How Fourzan Financial LLC’s fees compare

• Its hourly rate of $200-$2,000 spans the California median of $300. 100% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Chula Vista that publish a flat or project fee charge less.

About Fourzan Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

0.95% a year

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342018

Website

fourzanfinancial.com (opens in new tab)

Phone

(619) 587-6414

Other planners in Chula Vista that publish fees

• Allora Wealth, LLCChula Vista$400/hr, $5,000
• Xpand Investment LLCChula Vista$3,000⁠-⁠$5,000
• 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

Compare all 4 planners in Chula Vista