Hartfield Financial & Insurance Services, Inc. fees and pricing
Financial planner in Granada Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 2, 2026, Hartfield Financial & Insurance Services, Inc. charges $300-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“HFIS will charge an hourly fee for these services in the range of $300 to $500 per hour, payable in arrears, by check payable to HFIS If requested by the client, HFIS may recommend the services of other professionals for implementation purposes.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hartfield Financial & Insurance Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, any fees paid in advance will be prorated to the date of termination and any unearned fee will be refunded to client Item 6 Performance-Based Fees and Side-by-Side Management HFIS Advisors does not charge performance-based fees.”
- “Sends the client an invoice or statement itemizing the fee.”
How Hartfield Financial & Insurance Services, Inc.’s fees compare
- Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
About Hartfield Financial & Insurance Services, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 107
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $28,235,473
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300408
- Phone
- (805) 522-5815
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.