Lighthouse Advisory Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$200/hr

“The negotiated fixed rate for creating client financial plans is between $750 and $2,500. 5 Hourly Fees The negotiated hourly fee for these services is between $75 and $200.”

Flat or project fee

$750⁠-⁠$2,500

From the same sentence as above.

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

How Lighthouse Advisory Services, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of LASI's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Lighthouse Advisory Services, Inc.’s fees compare

• Its hourly rate of $75-$200 is below the California median of $300. 3% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $750-$2,500 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Lighthouse Advisory Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

24

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$9,577,736

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306258

Website

lighthouseadvisoryinc.com (opens in new tab)

Phone

(858) 842-4183

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
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• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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