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
Website
michaelginsberg.com (opens in new tab)
Phone
(925) 287-8400

Other planners in Walnut Creek that publish fees

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