Israilov Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly rate is $400 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Comprehensive Financial Plan IFL collects a fee of $2,000–$5,000 for creation of a Comprehensive Financial Plan.”

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

How Israilov Financial bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are paid quarterly in advance and will be outlined in the Advisory Contract.”
• “Terminations and Refunds For Ongoing Advisory Services, the Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”

How Israilov Financial’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.
• 2 of the 2 other planners in Cupertino that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Cupertino that publish a flat or project fee charge less.

About Israilov Financial

• Firm size: 2 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• 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

0.75% a year

Clients

11

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331897

Website

instagram.com/ifl_advisors (opens in new tab)

Phone

(917) 626-3628

Other planners in Cupertino that publish fees

• Akrish Financial AdvisoryCupertino$300/hr, $2,500⁠-⁠$6,000
• Everest Private WealthCupertino$3,000
• Vibrance Wealth Management LLCCupertino$250/hr, $4,000⁠-⁠$20,000
• 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

Compare all 6 planners in Cupertino