Generative Family Office LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$1,500/hr

“Hourly fees range from $500 to $1,500 per hour, depending on the nature and extent of services requested.”

Quarterly fee

$1,500⁠-⁠$15,000/qtr

“Clients who receive Wealth Management and Financial Planning as a combined service will be charged a quarterly flat retainer fee, ranging from $1,500 - $15,000 per quarter.”

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

How Generative Family Office LLC bills

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

• “Adviser shall invoice clients for the Wealth Management & Financial Planning Services Retainer Fee when due.”
• “Clients who receive standalone services will be charged according to an hourly or project-based fee agreed upon with the client in advance.”
• “When we charge hourly fees for a standalone service, clients pay us in arrears upon receipt of an invoice.”

How Generative Family Office LLC’s fees compare

• Its hourly rate of $500-$1,500 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.

About Generative Family Office LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 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

1% a year

Clients

10

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327848

Phone

(415) 484-3668

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 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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