Lupu Financial fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 6, 2026, Lupu Financial charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 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.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lupu Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts on the Interactive Brokers Platform, fees are billed monthly in arrears based on the amount of assets managed based on an average daily balance of the account for the previous month.”
- “Platform, fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Lupu Financial’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.
- 4 of the 30 other planners in Irvine that publish an hourly rate charge less.
About Lupu Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $15,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311610
- Phone
- (949) 304-1395
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.