Point Loma Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,500

“Planning fees generally range from $1,000 to $3,500, depending on the client’s circumstances and the depth of analysis required.”

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

How Point Loma Advisors bills

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

• “Unless otherwise agreed:  One-half of the planning fee is due upon execution of the agreement.  The remaining balance is due upon delivery of the financial plan.”
• “Billing Procedures Advisory fees are billed quarterly in arrears, based on the value of assets under advisement on the last business day of the preceding calendar quarter.”
• “The Advisor sends the client an invoice itemizing the fee, including the formula used to calculate the fee, the assets on which the fee is based, and the time period covered.”

How Point Loma Advisors’ fees compare

• Its flat or project fee of $1,000-$3,500 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
• 15 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Point Loma Advisors

• 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$9,914,771

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287918

Website

lyonparkadvisors.com (opens in new tab)

Phone

(619) 798-6400

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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