Hutchinson & Ziegler Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“These financial planning services will be charged a fee for service at an hourly rate of $500.”

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

How Hutchinson & Ziegler Financial Advisors, Inc. bills

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

• “Advisory fees are charged quarterly in advance.”
• “Clients may elect to pay fees directly by cash or check, or authorize HZFA to automatically debit fees from client accounts.”
• “Refunds will be paid by check and sent via U.S. mail within 30 days of receipt of termination notice.”

How Hutchinson & Ziegler Financial Advisors, Inc.’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 10 other planners in San Rafael that publish an hourly rate charge less.

About Hutchinson & Ziegler Financial Advisors, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

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

1% a year

Minimum

$35,000 minimum fee (stated in brochure)

Clients

57

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$235,382,907

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145096

Website

hzadvisors.com (opens in new tab)

Phone

(415) 259-3933

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• IntegrousSan Rafael$175⁠-⁠$300/hr, $2,500⁠-⁠$10,000

Compare all 26 planners in San Rafael