Nasira Financial fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Nasira Financial charges $295 an hour and an annual fee of $2,100 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
- $295/hr
“Additional hourly fees, as needed beyond our 25 hours, will be billed at our hourly rate of $295.”
- Annual fee
- $2,100/yr
“Following the initial 12-month planning period, if the client chooses, we offer ongoing planning at the cost of $2100 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nasira Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Once 25 hours are exceeded the client will be billed the full agreed amount.”
- “Additional hours needed beyond 3 hours are billed at $295 per hour.”
- “The $500 payment will be due at the 6-month check meeting.”
How Nasira Financial’s fees compare
- Its hourly rate of $295 is below the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 13 of the 35 other planners in San Francisco that publish an hourly rate charge less.
- Its annual fee of $2,100 is below the California median of $6,250. 17% of the 224 other California planners that publish an annual fee charge less.
- 4 of the 11 other planners in San Francisco that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Nasira Financial
“Personal Financial Planning provides a comprehensive view of a client’s financial situation and recommends action to take in the short, medium and long term.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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 other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299293
- Phone
- (415) 617-5985
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.