Krystal Fortner fees and pricing
Financial planner in Richmond, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 21, 2026, Krystal Fortner charges a flat or project fee of $5,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,500-$10,000
“Please note, lower fees for comparable services may be available from other sources. 6 Financial Planning Advisor charges an initial financial plan fee ranging from $5,500 to $10,000, with half of the fee payable in advance and the remainder due upon completion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Krystal Fortner bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing financial planning is offered at a annual rate of $3,750 payable in two installments in arrears.”
- “Advisor will not bill an amount above $500 more than 6 months or more in advance of rendering the services.”
- “Fees are paid by electronic funds transfer (EFT), check.”
How Krystal Fortner’s fees compare
- Its flat or project fee of $5,500-$10,000 is above the California median of $5,000. 72% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Krystal Fortner
- Principal: Krystal Fortner
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328313
- Phone
- (415) 845-8416
Other planners in Richmond that publish fees
- Wholeness FinancialRichmond$150/hr, $2,000/yr
- 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.