Mosher Financial Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 30, 2026, Mosher Financial Advisors LLC charges $60⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $60⁠-⁠$350/hr; “The hourly rate that is charged generally ranges from $60/hour to $350/ hour depending upon which employee of MFA is doing the work.”

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

“In most cases, fees are billed in arrears.”
“In some specialized situations a higher fee is charged when a given hourly rate is agreed upon in advance of performing the work.”
“Fees are generally billed at the end of a quarter and 3 consist of the sum of any accumulated hourly amounts or a prorated portion of an agreed upon annual fee.”

Its hourly rate of $60-$350 spans the California median of $300. 15% of the 932 other California planners that publish an hourly rate charge less.
1 of the 5 other planners in Lafayette that publish an hourly rate charge less.

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: 1.5% a year
Clients: 290
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 291088
Website: mosheradvisors.com (opens in new tab)
Phone: (925) 284-9470

Is something on this page wrong or out of date?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