Garner Financial Management fees and pricing

Financial planner in Lafayette, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 11, 2026, Garner Financial Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The fee for this service will not exceed $300 per hour depending upon a number of factors including complexity of the project.”

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

“In some cases, clients request that GFM invoice the client directly.”
“Billing invoices prepared by GFM will include the same information.”
“Fees may be increased, decreased, or waived on an individual basis, but will be agreed upon in advance, between GFM and client.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
2 of the 5 other planners in Lafayette that publish an hourly rate charge less.

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
Clients: 111
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $152,638,702
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131628
Website: garnerfinancialmanagement.com (opens in new tab)
Phone: (925) 282-5500

Can advise clients in 2 states: California, Tennessee

Is something on this page wrong or out of date?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