Mentor Financial Advisory Group, LTD. fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Mentor Financial Advisory Group, LTD. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “In the rare occasions where we provide services to trusts and estates for a deceased client, we may charge an hourly fee of $300.”

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

“Fees are calculated based on the fee schedule, and can be negotiated in advance.”
“However, fees may not be prepaid more than 6 months in advance.”
“Late fees may be assessed, and terms are disclosed on annual invoice.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
10 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2001 (25 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 22
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $87,982,865
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 115537
Website: mentor-financial.net (opens in new tab)
Phone: (817) 849-8911

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.