Holbrook Global Strategies fees and pricing

Financial planner in Palo Alto, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Holbrook Global Strategies charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “For financial planning done on an hourly basis, our basic hourly rate is $250 an hour.”

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

“Fees are generally not negotiable, except at the discretion of the advisor.”
“These may be deducted from the client’s portfolio or billed directly to the client to be paid by check.”
“Paid in Advance Our fees are billed for one quarter in advance, based on the portfolio value at the end of the preceding quarter.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
2 of the 6 other planners in Palo Alto that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2003 (23 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 35
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $147,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 127059
Website: holbrookglobal.com (opens in new tab)
Phone: (650) 346-2630

Is something on this page wrong or out of date?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.