Linda A. Barlow, CFP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“LAB offers consulting services on an hourly basis ranging from $100 to $250 per hour.”

Flat or project fee

$1,000⁠-⁠$2,500

“Barlow Brochure $ 239,644,680 $ $ 239,644,680 5 Revised March 14, 2024 ITEM 5 - FEES AND COMPENSATION Fee Schedule & Billing Method Financial Planning Services LAB offers financial planning services on a fixed fee basis ranging from $1,000 to $2,500.”

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

How Linda A. Barlow, CFP bills

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

• “Each client and LAB will agree in advance on the scope of the areas that LAB will include in the plan as well as the extent and nature of the service LAB will provide.”
• “Fees are negotiable depending on the nature and complexity of each client’s circumstances.”
• “The agreement will terminate upon delivery of the services.”

How Linda A. Barlow, CFP’s fees compare

• Its hourly rate of $100-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Santa Ana that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$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.
• None of the 4 other planners in Santa Ana that publish a flat or project fee charge less.

About Linda A. Barlow, CFP

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 1987 (39 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

2% a year

Minimum

No minimum stated in brochure

Clients

265

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$239,644,680

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111643

Phone

(714) 953-1232

Other planners in Santa Ana that publish fees

• Aequitas Financial, LLCSanta Ana$300/hr, $50,000
• Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana$450/hr, $10,000
• Insight Financial AdvisorsSanta Ana$600/hr, $500⁠-⁠$10,000
• JMB Financial Managers, Inc.Santa Ana$250⁠-⁠$500/hr, $1,000⁠-⁠$10,000
• Prosperity Road, LLCSanta Ana$350⁠-⁠$450/hr

Compare all 7 planners in Santa Ana