G.c. Steele & Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $250 to $350 per hour.”

Flat or project fee

$1,500⁠-⁠$6,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $6,000, depending on the specific arrangement reached with the client and planning complexity.”

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

How G.c. Steele & Company bills

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

• “The balance is due upon completion of the plan.”
• “The client is billed in arrears on a monthly basis as earned.”
• “The client is billed quarterly in arrears based on actual hours accrued.”

How G.c. Steele & Company’s fees compare

• Its hourly rate of $250-$350 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 $1,500-$6,000 spans the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.

About G.c. Steele & Company

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 1971 (55 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

2% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,670,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136953

Phone

(805) 693-8900

Other planners in California that publish fees

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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