John Friedman 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

$450⁠-⁠$600/hr

“Since all of these aspects of a given client’s work varies quite a bit, so too does the amount of my compensation, with per-project fees for ranging from $3,500 to $16,000 and up, and hourly fees ranging from $450 to $600 per hour and up.”

Flat or project fee

$3,500⁠-⁠$16,000

From the same sentence as above.

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

How John Friedman Financial bills

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

• “This means doing a Financial Health Update and Check-In meeting cycle annually or semi-annually for a year or two after your initial work, and then less frequently.”
• “Those who are old enough to remember the advertising slogan involved might also think of the opt-out approach as akin to “roach-hoteling,” in that customers and clients can check-in, but then find it exceedingly hard to check-out.”
• “Within those basic parameters, I am always happy to consider other fee arrangements a client wishes to use, and the fee is always negotiable.”

How John Friedman Financial’s fees compare

• Its hourly rate of $450-$600 is above the California median of $300. 93% of the 932 other California planners that publish an hourly rate charge less.
• 31 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$16,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 23 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About John Friedman Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128976

Website

johnfriedmanfinancial.com (opens in new tab)

Phone

(415) 642-3808

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco