PlannerFees

Gasber Financial Advisors, Inc fees and pricing

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

According to its Form ADV Part 2A brochure dated February 23, 2026, Gasber Financial Advisors, Inc charges $75⁠-⁠$350 an hour, a flat or project fee of $2,000⁠-⁠$5,000, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75⁠-⁠$350/hr
“Professional Para-planner Clerical $175-$350/hour $125/hour $75/hour Hourly rates are not negotiable, although GFA may agree to limit the number of hours to a particular task at the client's request. 6 Project fees.”
Flat or project fee
$2,000⁠-⁠$5,000
“The fees for the initial financial planning engagement generally range between $2,000 and $5,000 and are negotiable based on the nature of the planning.”
Annual fee
$5,000/yr
“The following fee schedule will apply to aggregate portfolio assets undermanagement with a minimum annual fee of $5,000.”

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

How Gasber Financial Advisors, Inc bills

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

  • “The retainer is based on the scope of the work to be performed, is billed quarterly, and can be updated annually.”
  • “Investment Management (Non-Qualified) Clients pay investment management fees in advance each quarter as described in the client services agreement.”
  • “Fees are payable on the first day of the quarter and GFA calculates the fees on the portfolio value as of the last business day of the prior quarter.”

How Gasber Financial Advisors, Inc’s fees compare

  • Its hourly rate of $75-$350 spans the California median of $300. 15% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 5 other planners in Folsom that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 4 other planners in Folsom that publish a flat or project fee charge less.
  • Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Folsom that publish an annual fee charge less.

About Gasber Financial Advisors, Inc

“Gasber is an 80% stockholder Karen Miller is a 20% stockholder Advisory Services GFA provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Founded: 1995 (31 years).

Planning areas mentioned in the brochure

  • 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% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
180
Employees
4
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$177,731,911
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
157329
Website
gasberfinancial.com (opens in new tab)
Phone
(916) 985-2594

Can advise clients in 2 states: California, Texas

Other planners in Folsom that publish fees

Compare all 8 planners in Folsom

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.