Kirz, Paul H fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2026, Kirz, Paul H charges $600 an hour and an annual fee of $7,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $600/hr; “He is compensated at the rate of $600/hour.”
Annual fee: $7,000/yr; “Paul Kirz generally asks for an initial retainer fee $7000.”

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

Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
5 of the 5 other planners in Brea that publish an hourly rate charge less.
Its annual fee of $7,000 is above the California median of $6,250. 52% of the 224 other California planners that publish an annual fee charge less.
1 of the 2 other planners in Brea that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Paul Kirz
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2003 (23 years).

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