Mark Smith Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$545/hr

“The hourly fee for the adviser is $545 plus expenses ($170 hourly plus expenses for support staff) with the client providing prior approval of the amount of the fee before work commences.”

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

How Mark Smith Financial Services, Inc. bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account, however any earned unpaid fees will be due to the Adviser.”
• “Financial Planning fees are negotiable at the sole discretion of Adviser and when offered as a standalone service they are payable by check.”

How Mark Smith Financial Services, Inc.’s fees compare

• Its hourly rate of $545 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.

About Mark Smith Financial Services, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

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% a year

Clients

124

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$107,743,615

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131890

Website

marksmithfinancialservices.com (opens in new tab)

Phone

(805) 494-1588

Other planners in California that publish fees

• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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