Goldberg Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly fees are $500 for financial planning and consulting services.”

Annual fee

$5,000/yr

“Our flat fees range from $5,000 per year to $100,000.”

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

How Goldberg Financial Advisors, LLC bills

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

• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our firm bills on cash unless otherwise agreed to in writing.”

How Goldberg Financial Advisors, LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 5 other planners in El Segundo that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.

About Goldberg Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

57

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$120,324,284

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158147

Website

goldbergfinancialadvisors.com (opens in new tab)

Phone

(310) 995-3396

Can advise clients in 2 states: California, Texas

Other planners in El Segundo that publish fees

• Casita Financial PlanningEl Segundo$300/hr, $500
• Regatta Capital Group, LLCEl Segundo$50⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Retirement PlannersEl Segundo$100/hr
• The Wealthgarden F.s. LLCEl Segundo$350/hr
• X and Y Advisors, Inc.El Segundo$250/hr, $500⁠-⁠$10,000

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