Hoodoo fees and pricing
Financial planner in Oakland, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 13, 2026, Hoodoo charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Current hourly fees generally do not exceed: $400 per hour Hourly engagements are appropriate for clients seeking advice on specific issues rather than comprehensive planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hoodoo bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Paid by check; or Paid by another agreed-upon method.”
- “Clients authorizing direct fee deduction receive invoices showing: ● ● ● ● Fee calculation Billing period Assets used in calculation Amount deducted H.”
- “Clients may terminate advisory services at any time upon written notice.”
How Hoodoo’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 11 of the 14 other planners in Oakland that publish an hourly rate charge less.
About Hoodoo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 0.85% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291372
- Phone
- (510) 472-2396
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Gibson Monroe Wealth AdvisorsOakland$5,000-$20,000
- Global Investment CompanyOakland$375/hr
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.