Petix & Botte Financial fees and pricing
Financial planner in La Mesa, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Petix & Botte Financial charges $250 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly fee is $250 and flat fees generally range from $500 to $3,000.”
- Flat or project fee
- $500-$3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Petix & Botte Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash and cash equivalents unless indicated otherwise in writing.”
- “Upon notice of termination, LPL will process a pro-rate refund of any unearned portion of the advisory fees charged in advance at the beginning of the quarter.”
- “Clients will receive a pro-rata refund of any unearned fees based on the time and effort expended by our firm.”
How Petix & Botte Financial’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.
- 2 of the 6 other planners in La Mesa that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 3 other planners in La Mesa that publish a flat or project fee charge less.
About Petix & Botte Financial
“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Firm size: 4 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 2.5% a year
- Clients
- 473
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $411,940,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170020
- Phone
- (619) 698-6500
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Idaho, Louisiana, Tennessee, Texas, Washington
Other planners in La Mesa that publish fees
- Alpha & OmegaLa Mesa$200-$550/hr
- Bruce Mcindoe & Associates, Inc.La Mesa$100/hr
- Craig V. Castanos CPALa Mesa$300/hr, $1,000-$5,000
- Esi Financial Services, Inc.La Mesa$375/hr, $3,000
- Ing WealthLa Mesa$150-$250/hr, $1,500-$9,500
- Tweet Management Services, Inc.La Mesa$500/hr, $300/mo
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.