H.s. Financial, Inc. fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, H.s. Financial, Inc. charges a flat or project fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$25,000
“HSF charges a fixed fee, typically ranging from $2,000 to $25,000 for the development of a financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How H.s. Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are due and payable in advance.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How H.s. Financial, Inc.’s fees compare
- Its flat or project fee of $2,000-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
- 60 of the 68 other planners in San Diego 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 H.s. Financial, Inc.
“Financial, Inc. (“HSF”) is a financial planning firm that provides investment, retirement, and estate planning services to corporate executives, professionals and business owners.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136731
- Phone
- (858) 200-0900
Can advise clients in 2 states: California, Nevada
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.