Madanat Financial Services fees and pricing
Financial planner in San Luis Obispo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 16, 2026, Madanat Financial Services charges a flat or project fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,000
“The fee range for a financial plan is usually between $1,000 and $2,000 based on an average of 4 to 8 sessions spent on initial financial planning with a client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Madanat Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is paid in arrears and is based upon a per-session rate of $250 and is not negotiable.”
- “Follow up planning is also billed at the per session rate of $250 per session.”
- “Per Session Fee Financial Planning fee is a per session fee of $250 per session and is not negotiable.”
How Madanat Financial Services’ fees compare
- Its flat or project fee of $1,000-$2,000 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.
About Madanat Financial Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29,671
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297452
- Phone
- (805) 704-6387
Other planners in San Luis Obispo that publish fees
- Aquila Wealth AdvisorsSan Luis ObispoUp to $36,000
- Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000-$20,000/yr
- Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
- Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000-$3,300
- Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
- KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500-$2,000
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.