Layari Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees typically range between $500 to $10,000.”

Annual fee

$7,200⁠-⁠$20,000/yr

“Annual fees typically range from $7,200 to $20,000.”

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

How Layari Financial bills

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

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your advisory agreement.”

How Layari Financial’s fees compare

• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Brea that publish a flat or project fee charge less.
• Its annual fee of $7,200-$20,000 is above the California median of $6,250. 78% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Brea that publish an annual fee charge less.

About Layari Financial

• Principal: Jonathan Wong
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

46

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$9,107,966

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321852

Website

instagram.com/layari.financial (opens in new tab)

Phone

(562) 850-3533

Other planners in Brea that publish fees

• Anchor Financial GroupBrea$250/hr
• Choice Financial & Insurance Services, Inc.Brea$250/hr, $10,000
• DFS Capital ManagementBrea$250/hr, $2,500
• Investlinc Wealth ServicesBrea$250/hr, $350
• Kirz, Paul HBrea$600/hr, $7,000/yr
• Lighthouse Financial Services IncBrea$200⁠-⁠$1,200, $199/mo

Compare all 9 planners in Brea