Hesen & Haslam fees and pricing
Financial planner in Woodland Hills, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Hesen & Haslam charges $350 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hesen & Haslam bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis, or a fee based on the percentage of Plan assets under management.”
- “Clients will be invoiced directly for the fees.”
How Hesen & Haslam’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.
- 3 of the 3 other planners in Woodland Hills that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.
About Hesen & Haslam
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 5 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 1.25% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 261
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $283,659,028
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286235
- Phone
- (818) 200-1107
Can advise clients in 8 states: Arizona, California, Idaho, Louisiana, Nevada, Oregon, Texas, Utah
Other planners in Woodland Hills that publish fees
- Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500-$6,500
- Mullaney Financial & Tax, Inc.Woodland Hills$7,800
- Oder Investment Management, LLCWoodland Hills$200/hr, $1,000-$5,000
- Pacific Oak Financial Planning LLCWoodland Hills$3,000-$12,500, $1,500-$6,250/qtr
- Paragon Financial PartnersWoodland Hills$3,500-$100,000
- R-Tech Advisors, Inc.Woodland Hills$2,500-$25,000/yr
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.