North Pier Fiduciary Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000⁠-⁠$10,000/yr

“Our typical base fee for committee level consulting ranges from $5,000 - $10,000 per year.”

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

How North Pier Fiduciary Management, LLC bills

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

• “Our fees for Asset Management are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter and adjusted for unbilled cash flows that occurred during the prior quarter.”
• “Additionally, our firm bills on cash and cash equivalents unless indicated otherwise in writing.”
• “The fees described above are billed directly to the client, and are subject to negotiation based on the complexity of the plan, the anticipated work 9 involved, etc.”

How North Pier Fiduciary Management, LLC’s fees compare

• Its annual fee of $5,000-$10,000 spans the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.

About North Pier Fiduciary Management, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2008 (18 years).

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

0.5% a year

Clients

24

Employees

15

Works with

Individuals, 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, pension consulting, selecting other advisers, and other services

Assets managed

$1,276,472,248

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148128

Website

npier.com (opens in new tab)

Phone

(800) 403-7065

Can advise clients in 5 states: California, Illinois, Nevada, Texas, Utah

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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