Lighthouse Financial Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$1,200

“Fees will be assessed on a flat-fee basis that will typically range between $200-$1,200.”

Monthly fee

$199/mo

“Fees and Billing for Annual Financial Guidance Services For performing Annual Financial Guidance Services, LFS assess an annual fee of $2,388.00, billed monthly at the beginning of each month at a rate of $199.00 per month.”

Annual fee

$2,388/yr

From the same sentence as above.

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

How Lighthouse Financial Services Inc bills

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

• “However, with the approval of a principal, clients may be billed directly.”
• “Investment Advisory Agreement clients are billed on a quarterly and intra-quarterly basis and Annual Financial Guidance Service clients are billed monthly.”
• “The asset management fee will be payable quarterly in advance.”

How Lighthouse Financial Services Inc’s fees compare

• Its flat or project fee of $200-$1,200 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Brea that publish a flat or project fee charge less.
• Its annual fee of $2,388 is below the California median of $6,250. 17% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Brea that publish an annual fee charge less.

About Lighthouse Financial Services Inc

• Firm size: 6 employees.
• Registered as an adviser: 1988 (38 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

1.2% a year

Minimum

$200,000 in assets (stated in brochure)

Clients

458

Employees

6

Works with

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

Services reported to regulators

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

Assets managed

$472,541,088

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110367

Website

youtube.com/channel/UCrhLdHswDyhMk-ixw7i6olg (opens in new tab)

Phone

(714) 572-8900

Can advise clients in 22 states: Alaska, Arkansas, Arizona, California, Colorado, Delaware, Hawaii, Massachusetts, Maryland, Montana, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington

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
• Layari FinancialBrea$500⁠-⁠$10,000, $7,200⁠-⁠$20,000/yr

Compare all 9 planners in Brea