Power Investing fees and pricing
Financial planner in Danville, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Power Investing charges $360 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $360/hr
“Hourly charges are currently $360.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Power Investing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Item 5D No Advance Fees Clients are not billed in advance, but are billed in arrears.”
- “If clients end our contract before the end of the three month billing period, the fee will be prorated based on the number of days we were working for them.”
How Power Investing’s fees compare
- Its hourly rate of $360 is above the California median of $300. 69% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Danville that publish an hourly rate charge less.
About Power Investing
“We offer financial planning in all core areas, namely investment planning, estate planning, retirement planning, insurance analysis, tax planning, small business consulting, employee benefits, stock option analysis and guidance, and other related advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Equity compensation
- Insurance analysis
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
- 40
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $42,071,647
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120040
- Phone
- (510) 366-8836
Other planners in Danville that publish fees
- Apogee Wealth AdvisorsDanville$500/hr, $2,500-$10,000
- Arden Wealth ManagementDanville$200-$2,000
- Dolan Partners LLCDanville$8,000
- Gallagher Wealth ManagementDanville$300/hr, $3,000-$10,000
- Global Wealth HarborDanville$500-$8,000, $100-$800/mo
- Greykasell Wealth Strategies, Inc.Danville$6,200
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.