HFM Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$185/hr

“HFM’s financial planning and consulting fees are negotiable, but generally range from $1,500 to $5,000 on a fixed fee basis and/or $185 on an hourly rate basis, depending upon the level and scope of the services.”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

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

How HFM Advisors bills

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

• “Generally, HFM requires one half of the financial planning/consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “If termination occurs within five business days of entering into an agreement for such services, the client shall be entitled to a full refund.”

How HFM Advisors’ fees compare

• Its hourly rate of $185 is below the California median of $300. 8% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About HFM Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

1% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

63

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$69,561,063

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131174

Website

hfmadv.com (opens in new tab)

Phone

(310) 479-7958

Other planners in Los Angeles that publish fees

• Ades Investment Counsel, Inc.Los Angeles$300/hr, $300⁠-⁠$5,000
• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

Compare all 73 planners in Los Angeles