PlannerFees

Keep It Simple Financial Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated August 10, 2026, Keep It Simple Financial Planning charges $250⁠-⁠$500 an hour and an annual fee of $9,000⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“Hourly fees range from $250.00 to $500.00 per hour, depending on the scope and complexity of the services provided.”
Annual fee
$9,000⁠-⁠$25,000/yr
“The Adviser offers ongoing advice-only financial planning services for a flat annual fee, generally ranging from $9,000 to $25,000, based on the scope and complexity of the engagement and agreed upon in advance with the client.”

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

How Keep It Simple Financial Planning bills

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

  • “Financial planning fees vary based on the scope and complexity of services provided and are agreed upon in advance with the client.”
  • “Financial planning services are typically paid in advance of service delivery.”
  • “The annual fee is billed in installments on a monthly, quarterly, or semi-annual basis, as agreed upon with the client.”

How Keep It Simple Financial Planning’s fees compare

  • Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
  • 2 of the 3 other planners in Orange that publish an hourly rate charge less.
  • Its annual fee of $9,000-$25,000 is above the California median of $6,250. 83% of the 224 other California planners that publish an annual fee charge less.

About Keep It Simple Financial Planning

“The Adviser offers financial planning services on a fixed-fee basis. These services are designed primarily for individuals and couples approaching or in retirement and focus on helping clients evaluate and coordinate key financial decisions.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jason J. Hamilton
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement 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
1.25% a year
Clients
92
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$71,206,701
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
269826
Website
twitter.com/keepitsimplefp (opens in new tab)
Phone
(877) 673-8473

Can advise clients in 4 states: California, Colorado, Florida, New York

Other planners in Orange that publish fees

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