Gibraltar Financial Advisors fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 23, 2026, Gibraltar Financial Advisors charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Lower fees for comparable services may be available from other sources. $350/hr is charged for producing a financial plan or providing financial advice on an hourly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gibraltar Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning on an hourly basis are billed in arrears of the engagement or at suitable interim periods.”
- “Past Due Accounts and Termination of Agreement GIBRALTAR FINANCIAL ADVISORS typically collects fees in arrears of the completed work.”
How Gibraltar Financial Advisors’ fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Gibraltar Financial Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335502
- Phone
- (805) 450-5448
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.