Keymark Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Financial Planning fee is an hourly rate between $250 - $500 per hour, depending on complexity.”

Flat or project fee

$1,500⁠-⁠$5,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1500 - $5000 based on complexity and an ongoing fee with the option to pay on a monthly or quarterly basis, in advance, at a rate between $200 - $1000 per month ($600 - $3000 per quarter) based on complexity.”

Monthly fee

$200⁠-⁠$1,000/mo

From the same sentence as above.

Quarterly fee

$600⁠-⁠$3,000/qtr

From the same sentence as above.

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

How Keymark Financial bills

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

• “No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement. 7 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “The fee may be negotiable in certain cases.”

How Keymark Financial’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.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.

About Keymark Financial

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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% a year

Clients

117

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,485,182

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288302

Website

keymarkfinancial.net (opens in new tab)

Phone

(310) 750-6248

Other planners in Rolling Hills Estates that publish fees

• Darrell Capital Management, LLCRolling Hills Estates$500/hr, $750⁠-⁠$25,000
• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California