Madrid Retirement Advisors fees and pricing

Financial planner in Manhattan Beach, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 23, 2026, Madrid Retirement Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The lowest hourly charge is generally not less than $250 but, in some instances, financial planning services may be provided at no additional cost.”

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

“Client will pay an annual Advisory Fee (billed quarterly in advance) based on the following negotiated fee schedule(s) for services outlined in the client’s Advisory Agreement.”
“Advisory Fees are typically deducted directly from the client Account(s) and are not payable by any other method.”
“The Advisory Fee will be appropriately prorated to reflect any withdrawals and/or contributions which occur during billing cycle and shall be paid to the Adviser regardless of the account’s profitability.”

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.
1 of the 4 other planners in Manhattan Beach that publish an hourly rate charge less.

“The Adviser provides discretionary investment advisory and financial planning services to our clients (the “Services”).”

From the firm's description of its advisory business in its Form ADV brochure.

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
Minimum: $100,000 in assets (stated in brochure)
Clients: 244
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $184,242,890
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 172464
Website: madridretirementadvisors.com (opens in new tab)
Phone: (714) 465-2537

Can advise clients in 2 states: California, Texas

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