Ginsberg Financial Strategies fees and pricing
Financial planner in Walnut Creek, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Ginsberg Financial Strategies charges $250 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Depending on the arrangements made at the time of the engagement, we may alternatively charge an hourly fee of $250 for financial planning services.”
- Flat or project fee
- $500-$5,000
“We charge a fixed fee for financial planning services, which generally ranges between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ginsberg Financial Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fee for portfolio management services is negotiable and based on a percentage of your assets we manage.”
- “Our annual portfolio management fee is billed and payable, quarterly in arrears, based on the average daily balance.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
How Ginsberg Financial Strategies’ fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.
About Ginsberg Financial Strategies
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 127
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $74,786,214
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161151
- Phone
- (925) 287-8400
Other planners in Walnut Creek that publish fees
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
- Dawson Investment ManagementWalnut Creek$1,000/hr
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.