Gomez Financial Planning fees and pricing
Financial planner in Bakersfield, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 15, 2026, Gomez Financial Planning charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“If the allocated hours for a flat-fee plan are exceeded due to the complexity of a client’s needs, additional hours are billed at the hourly rate of $150/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gomez Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable by Zelle, check, debit/credit card, or PayPal.”
- “Gomez Financial Planning does not store or maintain client credit card information on file.”
How Gomez Financial Planning’s fees compare
- Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
- None of the 2 other planners in Bakersfield 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 Gomez Financial Planning
“Gomez Financial Planning is a fee-only Registered Investment Adviser (RIA) that provides comprehensive financial planning and investment advice to individuals, families, educators, and small business owners. The firm provides personalized financial planning and investment advisory services to individuals and families.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335503
- Phone
- (619) 519-9257
Other planners in Bakersfield that publish fees
- Applied Wealth ManagementBakersfieldUp to $10,000, $200-$500/mo
- Entruity Wealth, LLCBakersfield$30,000
- Mestmaker & Petrey Wealth AdvisorsBakersfield$250/hr, $250-$10,000
- Visionary Wealth Planners LLCBakersfield$500-$2,000
- Wealthtarget Investment Advisors, LLCBakersfield$250/hr
- Woodward Diversified Capital, LLCBakersfield$20,000/yr
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.