Mitchell Financial Planning fees and pricing
Financial planner in Culver City, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Mitchell Financial Planning charges $200 an hour for financial planning.
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
- $200/hr
“Lower fees for comparable services may be available from other sources. $200 per hour is charged for producing a financial plan or providing financial advice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mitchell Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Mitchell Financial Planning Page 5 of 15 Fee Billing Fees for financial planning are typically billed in two increments.”
- “Fees may be paid by check, draft or electronic payment transfer from a US-based financial institution.”
- “If the agreement is terminated, all fees due at time of termination will be due and payable immediately by the client.”
How Mitchell Financial Planning’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
About Mitchell Financial Planning
“Mitchell Financial Planning provides personalized financial planning and investment advisory services to individuals. Mitchell Financial Planning provides investment advice through consultations.”
- Principal: Eric Blake
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282976
- Phone
- (310) 413-6367
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
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.