Los Gatos Financial LLC fees and pricing
Financial planner in Los Gatos, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Los Gatos Financial LLC charges $250 an hour and a flat or project fee of $400-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Services are offered based on an hourly fee of $250 per hour.”
- Flat or project fee
- $400-$4,000
“Services are offered based on a flat fee between $400 and $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Los Gatos Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Hourly fees for financial plans are due upon delivery of the completed plan.”
- “An Ongoing Planning fee is available for an annual rate of $360 - $3000 based on the complexity of the services requested and is billed every 90 days or per meeting basis.”
How Los Gatos Financial LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 6 other planners in Los Gatos that publish an hourly rate charge less.
- Its flat or project fee of $400-$4,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in Los Gatos 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 Los Gatos Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
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
- 329966
- Phone
- (408) 759-4895
Other planners in Los Gatos that publish fees
- Asl Financial, LLCLos Gatos$300-$500/hr, $500-$5,000
- Cultivate Financial Group LLCLos Gatos$8,000-$12,000/yr
- First Principles Investment Management LLCLos Gatos$5,000
- Libra Wealth LLCLos Gatos$100-$450/hr
- Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800
- Migh Financial Planner, LLCLos Gatos$250/hr, $1,600-$2,400
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.