FPC Investment Advisory, Inc. fees and pricing
Financial planner in Petaluma, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated November 25, 2025, FPC Investment Advisory, Inc. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 25, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“The hourly fee range begins at $400, plus expenses.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How FPC Investment Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly in advance based on the value of the Client’s assets under management as of the close of business on the last business day of the previous month.”
- “Accounts initiated or terminated during a calendar month will generally be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How FPC Investment Advisory, Inc.’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Petaluma that publish an hourly rate charge less.
About FPC Investment Advisory, Inc.
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, and income tax preparation services.”
- Firm size: 5 employees.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
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
- 1.25% a year
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 162
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $364,599,434
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122728
- Phone
- (707) 795-0500
Can advise clients in 3 states: Arizona, California, Texas
Other planners in Petaluma that publish fees
- Allpoint Financial GroupPetaluma$250/hr, $2,500-$5,000
- Breen Wealth Management, LLCPetaluma$400/hr
- Developing FinancialPetaluma$500-$1,000, $166-$2,000/mo
- Dobson Asset ManagementPetaluma$300/hr
- Kruse Financial StrategyPetaluma$300/hr, $3,500-$10,000
- Sonoma Mountain Financial LLCPetaluma$300/hr, $1,687/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.