Luskin Financial Planning fees and pricing
Financial planner in San Diego, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Luskin Financial Planning charges $450 an hour and a flat or project fee of $4,695 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Fees for Advisory Services First time clients are billed a fixed $4,695 fee for a One-Day Financial Review and returning clients are billed at $450 per hour ($35 per 6-minute intervals).”
- Flat or project fee
- $4,695
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Luskin Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients requesting extra time during a One-Day Financial Review are invoiced at $450 per hour in addition to the $4,695.”
- “Clients will be notified three (3) months in advance of any fee change.”
- “Payment of Fees Invoices are sent electronically at the end of a consultation.”
How Luskin Financial Planning’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 62 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $4,695 is below the California median of $5,000. 48% of the 796 other California planners that publish a flat or project fee charge less.
- 29 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Luskin Financial Planning
“We provide advice to Clients who contact us directly and to Clients referred by other investment advisers, investment companies, financial planners, accountants, pension consultants, attorneys, and other professionals (“other Advisers”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Clients
- 58
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314744
- Phone
- (619) 394-4644
Can advise clients in 5 states: California, Florida, New York, Texas, Washington
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- 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
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.