Husami & Associates fees and pricing

Financial planner in Fullerton, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 1, 2026, Husami & Associates charges $520 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

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

“An adjustment or refund will be made with respect to partial withdrawals exceeding $10,000 during any calendar quarter.”
“We charge our advisory fees quarterly in advance.”
“In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”

Its hourly rate of $520 is above the California median of $300. 93% of the 932 other California planners that publish an hourly rate charge less.
3 of the 3 other planners in Fullerton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.3% a year
Employees: 3
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 134240
Website: husamiandassociates.com (opens in new tab)
Phone: (714) 459-9900

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