Plan Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly fee will not exceed $200/hr.”

Flat or project fee

$245⁠-⁠$4,000

“The fixed fees range from $245 to $4,000 based on the services provided.”

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

How Plan Financial bills

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

• “The fee and the services to be provided will be quoted to and agreed upon by the client in advance and are payable upon completion of the fact-finding interview.”
• “The client may request a refund of any fees paid by returning the financial plan to Plan Financial or the advisor within 30 days after it was received or by giving written notice at any time before the plan is completed.”

How Plan Financial’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Fresno that publish an hourly rate charge less.
• Its flat or project fee of $245-$4,000 is below the California median of $5,000. 20% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Fresno that publish a flat or project fee charge less.

About Plan Financial

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

788

Employees

6

Works with

Individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$195,434,083

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

44960

Website

planfinancial.com (opens in new tab)

Phone

(559) 433-1110

Other planners in Fresno that publish fees

• Artizan WealthFresno$200⁠-⁠$500/hr, $1,500⁠-⁠$50,000
• Bridgewealth Advisory Group, LLCFresno$250/hr
• Coffeehouse CapitalFresno$300/hr, $1,000⁠-⁠$15,000
• Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000⁠-⁠$5,000
• Lyon Restaurant AdvisoryFresno$300/hr, $1,000⁠-⁠$5,000
• Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr

Compare all 15 planners in Fresno