Fullerton Advisors, LLC fees
Financial planner in Danville, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 28, 2026, Fullerton Advisors, LLC (Danville, CA) charges up to $400 an hour for financial planning.
- Website: fullertonadvisors.com (opens in new tab)
- Call (925) 480-7018
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the California median is $300.
“If the Client engages Fullerton to provide a broad based or modular plan Fullerton will charge the Client based upon a negotiable hourly rate of up to $400, 50% of which will be payable in advance with the remaining 50% payable upon completion of the services rendered.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Fullerton Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For general consulting services, Fullerton charges clients is regular hourly rate, subject to negotiation, payment of which will be due upon completion of the services rendered.”
- “In the event of termination, the client will receive a pro rata refund or will be charged for the portion of work performed by the Firm, as applicable.”
- “For such services, Fullerton charges a negotiable hourly rate of up to $400, which shall be due and payable monthly in arrears and paid directly to the Firm by the client.”
About Fullerton Advisors, LLC
“Financial planning and consulting services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 69
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $120 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 28, 2026
- CRD number
- 148880 (opens in new tab)
- Phone
- (925) 480-7018
Other planners in Danville that publish fees
- Dolan Partners LLCDanvilleFlat $8,000
- Gallagher Wealth ManagementDanvilleHourly up to $300/hr, Flat $3,000-$10,000
- Global Wealth HarborDanvilleHourly $100-$300/hr, Flat $500-$8,000
- Power InvestingDanvilleHourly $360/hr
More planners in California that publish fees
- Global Impact Wealth ManagementRiversideHourly $100-$350/hr, Monthly $100-$350/mo
- Strateon Intelligent Wealth LLCSimi ValleyHourly $300/hr
- North County Financial Planning, LLCCarlsbadHourly $300/hr, Flat up to $10,000
- Omnikey Investment AdvisorsFontanaHourly $200/hr, Flat $200-$10,000
- Marki Financial Services, LLCLa Canada FlintridgeHourly $100-$300/hr
- Brooks Wealth ManagementWestlake VillageHourly $250/hr, Flat $199-$20,000
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.