Pacific United Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$600

“A one-time, 2-hour consultation is offered for $600 to address Client questions and make recommendations which the Client can choose to implement on their own.”

Monthly fee

$50⁠-⁠$900/mo

“ONGOING FINANCIAL PLANNING FEES Ongoing comprehensive financial planning services are offered based on a negotiable monthly fixed fee ranging between $50 and $900 per month to retain PUP for ongoing financial advice.”

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

How Pacific United Planning, Inc. bills

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

• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
• “Deducted from an account managed by Advisor Client Payment of Fees Investment management fees are billed monthly, in arrears, meaning that we invoice you after the month has ended.”
• “Payment in full is expected upon invoice presentation.”

How Pacific United Planning, Inc.’s fees compare

• Its flat or project fee of $600 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.

About Pacific United Planning, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 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

2.4% a year

Clients

104

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$26,458,234

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283091

Website

pacunited.com (opens in new tab)

Phone

(626) 788-2118

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• 401 FinancialSan Diego$250/hr, $500
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