Ikigai Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated June 11, 2026, Ikigai Planning charges an annual fee of $3,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,000⁠-⁠$20,000/yr; “A fixed annual fee ranging from $3,000 to $20,000 per year, billed monthly in arrears.”

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

“Clients pay for our Wealth Management engagement with a one-time initial fee and a fixed annual ongoing financial planning fee (payable monthly).”
“Investment Accounts initiated or terminated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
“Fees are negotiable and the final fee schedule is included in the Client Agreement for each client.”

Its annual fee of $3,000-$20,000 spans the California median of $6,250. 73% of the 224 other California planners that publish an annual fee charge less.

Principal: Ian Kasoff
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2026.

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: 0.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 323594
Website: ikigaiplanning.com (opens in new tab)
Phone: (949) 594-4547

Is something on this page wrong or out of date?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.