Klein Financial Advisors fees and pricing
Financial planner in Rancho Mission Viejo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 15, 2026, Klein Financial Advisors charges an annual fee of $200-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $200-$5,000/yr
“Or the ADVISOR will charge a flat fee of $200 to $5,000 per year to manage your accounts.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Klein Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and determined at the time of contracting the ADVISOR.”
- “All fees can be deducted from a client’s account or billed to the client and paid at the end of each quarter.”
- “All fees are billed after the completion of a quarter or after the rendering of a service.”
How Klein Financial Advisors’ fees compare
- Its annual fee of $200-$5,000 is below the California median of $6,250. 20% of the 224 other California planners that publish an annual fee charge less.
About Klein Financial Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2001 (25 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 14
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $14,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118900
- Phone
- (949) 292-5460
Other planners in Rancho Mission Viejo that publish fees
- Randazzo Capital Management, LLCRancho Mission Viejo$250/hr, $1,000-$10,000
- 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
Is something on this page wrong or out of date?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.