Hood Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $250.00 per hour.”

Flat or project fee

$5,000

“One-Time Planning Fee: $5,000 – Fee for this service is negotiable.”

Monthly fee

$200/mo

“Monthly Subscription: $200 – this service may be cancelled at any time.”

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

How Hood Financial, LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis.”
• “No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. 6 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Hood Financial, LLC’s fees compare

• 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.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 30 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Hood Financial, LLC

• Principal: Michael D. Hood
• Firm size: 2 employees.
• Founded: 2004 (22 years).

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

3% a year

Clients

44

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$14,278,544

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301471

Website

hoodfinancial.com (opens in new tab)

Phone

(760) 752-7848

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
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• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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