PlannerFees

Iammarino, Nicholas J. fees and pricing

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

According to its Form ADV Part 2A brochure dated May 20, 2026, Iammarino, Nicholas J. charges $400 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“The Adviser charges $400 per hour for financial planning and consulting services or a fixed fee of between $1,500 and $10,000.”
Flat or project fee
$1,500⁠-⁠$10,000

From the same sentence as above.

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

How Iammarino, Nicholas J. bills

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

  • “Remaining hourly fees are due and payable upon completion of the plan or service.”
  • “All rates are negotiable based on the complexity of the financial plan or project and the range of services provided.”
  • “Clients will have a period of five (5) business days from the date of signing an agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How Iammarino, Nicholas J.’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.
  • 20 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
  • 7 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Iammarino, Nicholas J.

“The Adviser provides financial planning and consulting services consistent with a client’s financial and tax status, in addition to their risk tolerance and investment objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1994 (32 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
137579
Phone
760-930-0990 X1

Other planners in Carlsbad that publish fees

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