Pacific Point Advisors, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 10, 2026, Pacific Point Advisors, LLC charges $1,000 an hour, a flat or project fee of $10,000-$50,000, and a monthly fee of $1,500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The maximum hourly fee to be charged will not exceed $1,000/hour.”
- Flat or project fee
- $10,000-$50,000
“Flat fee arrangements will generally range between $10,000 and $50,000 depending upon the complexity of the Consulting Services to be provided.”
- Monthly fee
- $1,500-$2,500/mo
“The Strategy Signal Fee is a monthly fee generally between $1,500 to $2,500 a month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pacific Point Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services SMA Advisory Services Pacific Point typically receives a quarterly asset-based management fee calculated as a percentage of each Client’s account, payable quarterly in arrears (the “Advisory Fee”).”
- “If the Client makes additional capital contributions to the account or withdraws assets from the account, the Advisory Fee will be prorated accordingly for that quarter.”
- “Prepaid but unearned Advisory Fees are refunded to the Client on a prorated basis.”
How Pacific Point Advisors, LLC’s fees compare
- Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 73 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$50,000 is above the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
- 66 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Pacific Point Advisors, LLC
- Firm size: 9 employees.
- Registered as an adviser: 2022 (4 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
- Clients
- 84
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and market timing
- Assets managed
- $389,636,943
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310731
- Phone
- (858) 356-6600
Can advise clients in 4 states: Arizona, California, Idaho, Texas
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
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.