Nectarine fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“A.​ The Hour Services are rendered at an hourly rate that is generally less than $500 per one hour session.”

Flat or project fee

$10,000

“The Plan Services are rendered for a flat fee that is generally less than $10,000.”

Monthly fee

$5⁠-⁠$50/mo

“D.​ The App is available by subscription, with pricing ranging from $5 to $50 per month or $50 to $500 annually, depending on the subscription level.”

Quarterly fee

$100⁠-⁠$3,000/qtr

“Ongoing Financial Planning Services are rendered for a flat fee that generally ranges from $100 to $3,000 per quarter.”

Annual fee

$50⁠-⁠$500/yr

“D.​ The App is available by subscription, with pricing ranging from $5 to $50 per month or $50 to $500 annually, depending on the subscription level.”

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

How Nectarine bills

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

• “Subscription fees are billed monthly in advance, commencing on the day of initial registration.”
• “No prorated refunds are issued for partial terms.”

How Nectarine’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 66 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 51 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $50-$500 is below the California median of $6,250. None of the 224 other California planners that publish an annual fee charge less.
• None of the 21 other planners in San Diego 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 Nectarine

• Firm size: 29 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

3,210

Employees

29

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

327155

Website

reddit.com/r/askafinancialadvisor (opens in new tab)

Phone

(858) 779-0115

Can advise clients in 50 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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