Nollenberger Mccullough Investment Advisors LLC fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 21, 2026, Nollenberger Mccullough Investment Advisors LLC charges $400 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“$400 per hour for limited-scope engagements, consultations, or follow-up work.”
- Flat or project fee
- $2,000-$5,000
“Fixed fee ranging from $2,000 to $5,000, depending on the scope and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nollenberger Mccullough Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated and billed quarterly in advance based on the market value of assets as of the last business day of the prior calendar quarter and are not adjusted for intra-quarter market fluctuations.”
- “Fees are calculated on a tiered basis, meaning each asset tier is billed at its corresponding rate.”
- “Any invoice sent directly to the Client may be included as part of the account statement provided by the Adviser for the applicable billing period.”
How Nollenberger Mccullough Investment Advisors LLC’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 15 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Nollenberger Mccullough Investment Advisors LLC
“The firm provides discretionary investment management services to individuals, trusts, estates, retirement plans, associations, corporations, and other business entities.”
- Firm size: 4 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.75% a year
- Clients
- 67
- Employees
- 4
- Works with
- High net worth individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $81,397,704
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165451
- Phone
- (415) 287-5100
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
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.