Invesdid fees and pricing
Financial planner in Benicia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Invesdid charges $450 an hour and a flat or project fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Financial Consulting Services are offered based on an hourly fee of $450 per hour.”
- Flat or project fee
- $3,000-$10,000
“Services are offered based on a flat fee between $3,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invesdid bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with MM will be billed in accordance with MM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement.”
- “Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING INVESDID charges a negotiable hourly fee for financial consulting and a negotiable fixed fee for financial planning services.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
How Invesdid’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
About Invesdid
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
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
- 1.4% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291031
- Phone
- (707) 688-6225
Other planners in Benicia that publish fees
- Grossman Financial ManagementBenicia$250/hr, $6,695/qtr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
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.