Gutman Financial Planning LLC fees and pricing
Financial planner in Loma Linda, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, Gutman Financial Planning LLC charges $250 an hour, a flat or project fee of $3,000, and a quarterly fee of $375 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate is $250.”
- Flat or project fee
- $3,000
“The charge for a comprehensive financial plan is $3,000, which includes all relevant aspects of planning offered by Gutman Financial Planning LLC.”
- Quarterly fee
- $375/qtr
“There will be a minimum quarterly fee of $375.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gutman Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The rate may be negotiable at the sole discretion of the advisor.”
- “Projects spanning more than three months will be billed quarterly.”
- “Fees are not collected for services to be provided more than six months in advance.”
How Gutman Financial Planning LLC’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.
- Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
About Gutman Financial Planning LLC
“The Firm provides hourly, as needed, project-based, or ongoing 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: 2024 (2 years).
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
- Minimum
- $375 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331668
- Phone
- (909) 255-0131
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.