Global Financial Advisory Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Consulting Services From time to time, Global provides financial consulting services to clients on an hourly basis at a rate not to exceed $250 per hour billed in arrears.”

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

How Global Financial Advisory Services, Inc. bills

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

• “Changes to your portfolio will not be made without your authorization in advance.”
• “Such services are paid directly through advisory fees billed to the client or are indirectly paid by Global.”
• “Fees are calculated and billed at the beginning of each calendar quarter based on the total value of the assets in the client account(s) at the close of the last business day of the preceding quarter.”

How Global Financial Advisory Services, Inc.’s 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 3 other planners in Valencia that publish an hourly rate charge less.

About Global Financial Advisory Services, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

280

Employees

3

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 selecting other advisers

Assets managed

$259,257,690

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135234

Website

facebook.com/global1960 (opens in new tab)

Phone

(661) 286-0044

Can advise clients in 4 states: Arizona, California, New Hampshire, Texas

Other planners in Valencia that publish fees

• Avinci Wealth Management, Inc.Valencia$499, $3,995⁠-⁠$6,995/yr
• Financial Security Solutions, Corp.Valencia$400/hr, $500⁠-⁠$10,000
• Mears Money ManagementValencia$395
• RCV Financial ServicesValencia$250/hr, $500⁠-⁠$10,000
• Wealth Planning Group, Inc.Valencia$250/hr, $2,000⁠-⁠$20,000

Compare all 7 planners in Valencia