PlannerFees

In Touch Financial Services fees and pricing

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

According to its Form ADV Part 2A brochure dated January 22, 2026, In Touch Financial Services charges $200 an hour, a flat or project fee of up to $3,000, and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Type of Plan Fee Advance Payment Plan requiring less than 15 hours $200.00/hr.”
Flat or project fee
Up to $3,000
“Plan Requiring 15-20 hours Flat fee of $3,000.00 $0.00 Plan Requiring more than 20 hours Flat fee of $3,000.00 for the first 20 hours and $200.00/hr. for additional hours $0.00 $300.00 We will provide you with a detailed invoice of time spent on developing the plan.”
Annual fee
$3,000/yr
“For ongoing financial consulting, we will charge an annual retainer of $3000, to include a total of 20 hours of counseling per year from the date of the execution of this agreement. 2.”

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

How In Touch Financial Services bills

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

  • “Accounts opened or terminated during a calendar quarter will be charged a prorated fee.”
  • “However, all fees are negotiable at the Adviser’s discretion.”
  • “Accounts opened as of April 2023 will be billed quarterly, in advance, based on the daily average balance of the previous quarter.”

How In Touch Financial Services’ fees compare

  • Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 14 other planners in Oakland that publish an hourly rate charge less.
  • Its flat or project fee of up to $3,000 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
  • 3 of the 11 other planners in Oakland that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
  • 2 of the 4 other planners in Oakland that publish an annual fee charge less.

About In Touch Financial Services

“We provide various asset management and financial planning services, with an emphasis on retirement, estate, insurance, and education planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis

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
2.99% a year
Minimum
$150,000 in assets (stated in brochure)
Clients
290
Employees
3
Works with
Individuals, high net worth individuals, pension and profit sharing plans, insurance companies, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$87,540,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
153249
Website
intouchfinancialservices.com (opens in new tab)
Phone
(510) 653-8968

Can advise clients in 3 states: California, South Carolina, Texas

Other planners in Oakland that publish fees

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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.