Mears Money Management fees and pricing
Financial planner in Valencia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Mears Money Management charges a flat or project fee of $395 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $395
“Clients will pay a one-time (non-recurring) fixed fee of $395 for the MRI service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mears Money Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable and is charged to all prospective clients unless reduced or waived in MMM’s sole discretion.”
- “Payment of Portfolio Analysis (MRI) Fees The MRI fee is paid in advance via check.”
- “Refunds for fees paid in advance will be returned within fourteen days to the client via check, or return deposit back into the client’s account.”
How Mears Money Management’s fees compare
- Its flat or project fee of $395 is below the California median of $5,000. 2% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 4 other planners in Valencia that publish a flat or project fee charge less.
About Mears Money Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.99% a year
- Clients
- 95
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $38,374,375
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277163
- Phone
- (661) 775-3704
Other planners in Valencia that publish fees
- Avinci Wealth Management, Inc.Valencia$499, $3,995-$6,995/yr
- Financial Security Solutions, Corp.Valencia$400/hr, $500-$10,000
- Global Financial Advisory Services, Inc.Valencia$250/hr
- RCV Financial ServicesValencia$250/hr, $500-$10,000
- Wealth Planning Group, Inc.Valencia$250/hr, $2,000-$20,000
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.