PlannerFees

Personal Best Financial LLC fees and pricing

Financial planner in Oakland, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 15, 2026, Personal Best Financial LLC charges $250 an hour, a flat or project fee of $2,500⁠-⁠$10,000, and an annual fee of $800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250-400, which is negotiable in our sole discretion.”
Flat or project fee
$2,500⁠-⁠$10,000
“Fixed fee rates range between $2,500 to $10,000.”
Annual fee
$800/yr
“The fees for these additional estate planning services will be determined based on the complexity of the planning services needed. 10 Estate Planning Service Fixed Fee Summary of Existing Plan $300 Trust-based Estate Plan $1,300 Will-based Estate Plan $800 Annual Review & Updates to Existing Plan* $300 *For clients…”

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

How Personal Best Financial LLC bills

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

  • “Our fee for wealth management services is based on a percentage of assets under management and is negotiable.”
  • “The annual advisory fee is paid quarterly in arrears based on a 365-day calendar year, and is calculated based on the value of Client’s account(s) as of the last business day of the calendar quarter.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Personal Best Financial LLC’s fees compare

  • Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • 3 of the 14 other planners in Oakland that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
  • 7 of the 11 other planners in Oakland that publish a flat or project fee charge less.
  • Its annual fee of $800 is below the California median of $6,250. 7% of the 224 other California planners that publish an annual fee charge less.
  • 1 of the 4 other planners in Oakland that publish an annual fee charge less.

About Personal Best Financial LLC

“We offer a combination of investment management and financial planning services to individuals, trusts, estates and charitable organizations, with a particular focus on technology industry professionals, medical professionals and business owners.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Physicians and dentists
  • Business owners
  • Cash flow and budgeting

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
19
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$33,179,218
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
324747
Website
personalbestfinancial.com (opens in new tab)
Phone
(650) 224-1001

Other planners in Oakland that publish fees

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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.