Kachkovsky & Fisher, Inc. fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Kachkovsky & Fisher, Inc. charges $250 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly fee for plan development is $250 per hour.”
- Flat or project fee
- $10,000
“Our fixed fees are negotiable and will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kachkovsky & Fisher, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Advisory fees are charged quarterly in advance.”
- “Our firm bills on cash balances unless otherwise agreed.”
- “Fees are negotiable and will be deducted from your account or payable by check.”
How Kachkovsky & Fisher, Inc.’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 51 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Kachkovsky & Fisher, Inc.
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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% a year
- Clients
- 439
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $305,078,255
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117811
- Phone
- (858) 450-9711
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Illinois, Massachusetts, Michigan, Oregon, Texas, Washington, Wisconsin
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.