Hall Financial Wellness fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fees for one-time financial planning services typically range from $500 to $5,000, depending on the scope and complexity of the engagement.”

Annual fee

$1,500⁠-⁠$10,000/yr

“Fees for ongoing financial planning services generally range from $1,500 to $10,000 annually, depending on the frequency of meetings and level of service selected by the Client, and are payable monthly or quarterly in advance as agreed between HFW and the client.”

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

How Hall Financial Wellness bills

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

• “Fees for newly established accounts are prorated from the inception date through the end of the initial billing period.”
• “Retirement plans are typically billed in arrears.”
• “Advisory fees are generally deducted directly from plan assets on a quarterly or monthly basis or, if elected by the Client, invoiced directly to the plan sponsor on a quarterly or monthly basis.”

How Hall Financial Wellness’ fees compare

• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
• Its annual fee of $1,500-$10,000 spans the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
• None of the 3 other planners in Newport Beach that publish an annual fee charge less.

About Hall Financial Wellness

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

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

Assets managed

$3,626,318

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334520

Website

hallfinancialwellness.com (opens in new tab)

Phone

(213) 787-4015

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Havaplan FinancialNewport Beach$300⁠-⁠$400/hr

Compare all 51 planners in Newport Beach