Griffin Financial fees and pricing
Financial planner in Anaheim Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Griffin Financial charges $350 an hour and a flat or project fee of $3,000-$18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The Advisor’s hourly fee will be billed at a rate of $350 per hour, which may be negotiated in advance.”
- Flat or project fee
- $3,000-$18,000
“Fixed fees will generally range from $3,000 to $18,000 depending on the time and resources required to provide the advice and recommendations required by the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Griffin Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pursuant to a written financial planning agreement, Griffin’s initial meeting with financial planning and consulting services clients is charged at an hourly rate, in advance or at the time of the meeting.”
- “The estimated fee will be billed in advance and is due within ten days of the invoice.”
- “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the financial planning project, any fees due the Advisor will be invoiced to the client and payable within 5 days of delivery of the invoice.”
How Griffin Financial’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$18,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Griffin Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
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 other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306836
- Phone
- (714) 410-5545
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.