Honor Family Office, LLC fees and pricing

Financial planner in Santa Barbara, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Honor Family Office, LLC charges a quarterly fee of $6,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $6,250/qtr; “Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in advance, at the rate of $6,250 per quarter.”

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

“The annual fees are negotiable, prorated and paid in advance on a quarterly basis.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Principal: Jovita Honor
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

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: 3% a year
Clients: 6
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $54,695,335
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 317000
Website: honorfamilyoffice.com (opens in new tab)
Phone: (415) 385-6083

Is something on this page wrong or out of date?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