Garcia Financial Planning fees and pricing

Financial planner in Meridian, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 1, 2026, Garcia Financial Planning charges a monthly fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $750/mo; “Fees are paid monthly in advance at the following rates: Business Owner Planning - $750 per month Ongoing Financial Planning Clients who also engage us for Investment Management and have less than $1,000,000 in assets under management with our firm will pay a monthly planning fee as well as an asset-based fee.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Fees are calculated based on the value of assets under management as of the last day of the billing period and are paid quarterly in arrears.”

Principal: Ismael Garcia
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 46
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $5,973,015
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339060
Website: garciafinancialplanning.com (opens in new tab)
Phone: (208) 573-4622

Is something on this page wrong or out of date?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.