New Phase Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“After the 7 (seven) day period, if a client terminates, the client will be billed for the hours worked at a rate of $240.00 per hour.”

Flat or project fee

$900⁠-⁠$5,900

“Our fixed fee can range between $900 - $5,900 and above depending on the complexity of the client’s needs and situation.”

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

How New Phase Financial bills

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

• “If a fixed fee program is chosen, up to half of the fee is due at the beginning of process and the remainder is due at completion of work, however, New Phase will not bill an amount above $500.00 more than 6 months in advance.”
• “Should this service be terminated 7 (seven) days after the deposit is made, clients will receive a full refund.”
• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

How New Phase 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.
• 13 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $900-$5,900 spans the California median of $5,000. 38% of the 796 other California planners that publish a flat or project fee charge less.
• 25 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About New Phase Financial

• Principal: Robert H. Bartels
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316248

Website

newphasefinancial.com (opens in new tab)

Phone

(858) 334-9799

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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