Osborne Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“Hourly fees will range from $100 to $250 and will provide for a range of possible services such as net worth, cash flow, cash reserve, budget/debt, asset allocation, model portfolio and periodic rebalancing, savings analysis, financial aid, planned purchase or expenditure, retirement 2 accumulation and…”

Flat or project fee

$50⁠-⁠$500

“The fixed fees will range from $50 to $500 depending upon the service provided.”

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

How Osborne Capital Management bills

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

• “As disclosed on the Financial Planning Disclosure & Customer Service Agreement ("Planning Agreement"), an amount not less than $250 is payable at the time the clients signs the planning agreement.”
• “The remaining portion of the fee is due in full upon delivery of the completed Planning Report.”
• “The total hourly fee or fee-for-service needed to complete the Planning Report will not exceed $2000, except as approved in advance by the Applicant and disclosed to the Advisory client.”

How Osborne Capital Management’s fees compare

• Its hourly rate of $100-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $50-$500 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Osborne Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

91

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$27,430,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144394

Phone

(858) 373-7591

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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