Pakha Investment Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Advisors hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$250⁠-⁠$1,450

“A simple financial plan will be prepared at the rate of $250 basic plan, $450 Standard Plan; a more advanced financial plan will be prepared at the rate of $950; and, an advanced financial plan for a self-employed individual will be prepared for $1,450.”

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

How Pakha Investment Advisory bills

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

• “Pursuant to an investment advisory contract signed by each client, the client will pay Pakha a quarterly investment advisory fee, in advance and prorated to the end of the quarter upon inception of the account.”
• “Alternatively, some Clients may elect that the Advisor send them an invoice on a quarterly basis for any outstanding asset under management fees due and the client will pay the quarterly fee by check.”
• “Hourly fee clients are billed upon completion of work.”

How Pakha Investment Advisory’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.
• 2 of the 2 other planners in Redlands that publish an hourly rate charge less.
• Its flat or project fee of $250-$1,450 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Redlands that publish a flat or project fee charge less.

About Pakha Investment Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

21

Employees

1

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, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$12,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173205

Website

pakhaia.com (opens in new tab)

Phone

(818) 561-9174

Other planners in Redlands that publish fees

• Diligent Investors, LLCRedlands$250/hr, $5,000
• Money Strategies, Inc.Redlands$5,000⁠-⁠$245,000
• Retirement Wealth Group, IncRedlands$150⁠-⁠$300/hr
• 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

Compare all 6 planners in Redlands