PlannerFees

Pinecone Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated March 24, 2026, Pinecone Financial charges $300 an hour and a monthly fee of $100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Financial Planning fee is available for an hourly rate of $300 per hour.”
Monthly fee
$100/mo
“Ongoing planning and Coaching Ongoing planning and coaching is provided at a rate of $100 per month.”

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

How Pinecone Financial bills

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

  • “The fee for this service is $1,500 due upon completion of the engagement.”
  • “Fees for this service may be paid by electronic funds transfer or check.”
  • “Clients may terminate this service by providing written notice 30 days in advance.”

How Pinecone Financial’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.
  • 5 of the 14 other planners in Oakland that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Pinecone Financial

“We provide financial planning services in the form of a one-time financial plan, hourly financial planning engagements, and ongoing planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jeremy Korman
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310282
Website
pineconefinancial.com (opens in new tab)
Phone
(510) 557-9060

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Is something on this page wrong or out of date?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.