Pashman Financial LLC fees and pricing

Published fees

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

Hourly rate

$150/hr

“Our hourly rate is $150.00.”

Flat or project fee

$2,000⁠-⁠$5,000

“The fixed fee can range between $2,000 and $5,000, depending on complexity and the needs of the client.”

Quarterly fee

$1,200⁠-⁠$1,500/qtr

“Our ongoing fee is paid quarterly, in arrears, at the rate of $1,200 - $1,500 per quarter as outlined below: ○​ W2 Professional - $3,000 upfront, then $1,200 per quarter. ○​ Business - $3,500 upfront, then $1,500 per quarter. 9 The fee is negotiable at the firm’s discretion based on the expected work involved at…”

Annual fee

$6,000/yr

“Fees for Clients with managed assets above $2,000,000 will revert to a flat annual fee of $6,000; this will be paid quarterly installments of $1,500.”

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

How Pashman Financial LLC bills

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

• “The annual fee is prorated and paid in arrears on a quarterly basis.”
• “The amount of the fee is negotiable at the advisors discretion in certain cases (eg.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Pashman Financial LLC’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.

About Pashman Financial LLC

• Principal: Max Pashman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316253

Website

pashmanfinancial.com (opens in new tab)

Phone

(424) 203-1080

Can advise clients in 3 states: California, Florida, Utah

Other planners in California that publish fees

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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