Myfi Financial fees and pricing

Published fees

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

Hourly rate

$240/hr

“MF offers Financial Planning at an hourly rate of $240 per hour.”

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

How Myfi Financial bills

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

• “The fee will range between $500 and $10,000 depending on the complexity of the project, the duration and amount of work required based on the needs of the client or clients (if the project involves working with a couple.) The fee is negotiable.”
• “Fees for this service may be paid by electronic funds transfer or credit card payment.”
• “Fees for this service may be paid by electronic funds transfer or credit card payment.”

How Myfi Financial’s fees compare

• Its hourly rate of $240 is below the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 15 other planners in Pasadena that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Myfi Financial

• Principal: Watson Umali
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321836

Phone

(626) 379-2647

Other planners in Pasadena that publish fees

• Appian Way FinancialPasadena$500⁠-⁠$5,000
• Equanimity Financial PartnersPasadena$2,500⁠-⁠$20,000
• Favor Wealth Advisors, LLCPasadena$500/hr, $2,500⁠-⁠$20,000
• Fiducia Wealth ManagementPasadena$350/hr, $2,500⁠-⁠$10,000
• Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
• Foundry Financial LLCPasadena$1,000⁠-⁠$10,000

Compare all 35 planners in Pasadena