Nancy K Weeks Associates, LLC fees and pricing
Financial planner in Redwood City, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Nancy K Weeks Associates, LLC charges $450-$600 an hour and a flat or project fee of $10,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450-$600/hr
“Our hourly rates range from $450 to $600 per hour.”
- Flat or project fee
- $10,000-$30,000
“Our typical comprehensive plan ranges from $10,000 to $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nancy K Weeks Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on several factors including time spent with us, the number of meetings, the complexity of your situation, the amount of research, services requested, and staff resources.”
- “Upon completion of the plan, a better estimate of the time and expertise to manage your account will be assessed and we will quote based on that amount.”
- “You will be billed at the current hourly rate for time spent on revisions/updates.”
How Nancy K Weeks Associates, LLC’s fees compare
- Its hourly rate of $450-$600 is above the California median of $300. 93% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Redwood City that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$30,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Redwood City that publish a flat or project fee charge less.
About Nancy K Weeks Associates, LLC
- Principal: Weeks Acker
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Estate planning
- Insurance analysis
- Cash flow and budgeting
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
- 0.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135737
- Phone
- (650) 691-0440
Other planners in Redwood City that publish fees
- Brightview Financial SolutionsRedwood City$300/hr, $2,500-$6,000
- Carico Private Wealth ManagementRedwood City$300/hr, $1,000-$2,500
- FocusyouRedwood City$300-$500/hr
- Griffin Black, LLCRedwood City$350/hr, $2,500
- Redwood Park AdvisorsRedwood City$250/hr, $2,000-$5,000
- Steinmetz Financial PlanningRedwood City$350-$500/hr, $3,500-$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.