Magnum Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$2,500/hr

“Comprehensive Financial Planning project cost is $2,500.00 Hourly rate per the client’s request begins at $250/hr.”

Flat or project fee

$795

“Non-recurring, one-time new account set up fee - per client $795.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Magnum Financial bills

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

• “In house managed portfolios will process fees on the first Wednesday of the month following (when the account is opened after the beginning of the month) and paid monthly, in arrears.”
• “Magnum Financial works to make its services available to individuals regardless of means and therefore our hourly rates and fees are negotiable.”
• “Fees are assessed on a monthly or quarterly basis payable in arrears per agreement.”

How Magnum Financial’s fees compare

• Its hourly rate of $250-$2,500 spans the California median of $300. 100% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Sonoma that publish an hourly rate charge less.
• Its flat or project fee of $795 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Sonoma that publish a flat or project fee charge less.

About Magnum Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

50

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$14,137,050

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152081

Website

magnum-financial.com (opens in new tab)

Phone

(707) 996-9664

Other planners in Sonoma that publish fees

• Fermata AdvisorsSonoma$250⁠-⁠$500/hr, $5,000
• Wealthfolio Advisors LLCSonoma$150⁠-⁠$300/hr, $500⁠-⁠$5,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 4 planners in Sonoma