Migh Financial Planner, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for financial planning is $250/hour.”

Flat or project fee

$1,600⁠-⁠$2,400

“The fixed rate for creating initial client financial plans is between $1,600 and $2,400, depending upon complexity of assets, liabilities and extent of other data. [Updates to established financial plans are charged at the hourly rate, with a four hour minimum charge.”

Monthly fee

$120/mo

“For the fixed fee of $120 per month, the existing clients will be provided unlimited financial advice, contracted annually.”

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

How Migh Financial Planner, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of MFPL's fees within five business days of signing the Investment Advisory Contract.”
• “At its discretion, MFPL reserves the right to terminate and refund all unused funds, at any time.”
• “Invoiced fees are paid by check monthly.”

How Migh Financial Planner, LLC’s fees compare

• 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.
• None of the 6 other planners in Los Gatos that publish an hourly rate charge less.
• Its flat or project fee of $1,600-$2,400 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Los Gatos that publish a flat or project fee charge less.

About Migh Financial Planner, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

13

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

$18,785,493

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283067

Phone

(408) 309-4671

Other planners in Los Gatos that publish fees

• Asl Financial, LLCLos Gatos$300⁠-⁠$500/hr, $500⁠-⁠$5,000
• Cultivate Financial Group LLCLos Gatos$8,000⁠-⁠$12,000/yr
• First Principles Investment Management LLCLos Gatos$5,000
• Libra Wealth LLCLos Gatos$100⁠-⁠$450/hr
• Los Gatos Financial LLCLos Gatos$250/hr, $400⁠-⁠$4,000
• Mainstreet Financial Planning, Inc.Los Gatos$450/hr, $800

Compare all 12 planners in Los Gatos