My Portfolio Guide, LLC fees and pricing

Financial planner in Seal Beach, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 13, 2026, My Portfolio Guide, LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “In cases where MPG provides financial planning services or consulting to clients for a fee, the hourly rate will be $250 to $500 depending on the needs of the client and complexity of the situation.”

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

“Fees will be withdrawn directly from the client’s account quarterly in arrears.”
“Clients may also choose to have fees billed quarterly in arrears, with fees to be paid via check upon receipt invoice.”
“The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
2 of the 2 other planners in Seal Beach that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: No minimum stated in brochure
Clients: 315
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed: $200,987,737
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 153188
Website: pinterest.com/portfolioguide/pins (opens in new tab)
Phone: (562) 799-5595

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Is something on this page wrong or out of date?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