Practicecfo Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“PracticeCFO offers financial planning services on a fixed fee basis, ranging from $500 to $5,000, depending on the services' scope, complexity, and duration.”

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

How Practicecfo Investments bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”
• “Fees are paid quarterly in arrears, based on the quarter-end balance of assets under management.”

How Practicecfo Investments’ fees compare

• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 18 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Practicecfo Investments

• Firm size: 32 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

211

Employees

32

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$401,606,316

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167771

Website

linkedin.com/showcase/associates-on-fire (opens in new tab)

Phone

(800) 675-2712

Can advise clients in 10 states: Alaska, California, North Carolina, Nevada, New York, Oregon, Pennsylvania, Texas, Utah, Washington

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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