Outflyers LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“AND CONSULTING Out lyers charges an hourly fee of $300 for inancial planning.”

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

How Outflyers LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for inancial plans are due upon delivery of the completed plan.”

How Outflyers LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

About Outflyers LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304115

Website

outflyers.com (opens in new tab)

Phone

(510) 384-6337

Other planners in Orinda that publish fees

• Bell Investment Advisors IncOrinda$150/hr, $10,000
• Evidencial Financial ConsultingOrinda$5,000⁠-⁠$25,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 3 planners in Orinda