Premier Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If charged hourly, the fee begins at $200/hour and is payable after each consultation.”

Flat or project fee

$4,000

“Comprehensive financial plans and related services are also available for a fixed fee starting at $4,000 and may be less for focused planning.”

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

How Premier Financial Planning, Inc. bills

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

• “The remaining balance is invoiced and payable upon completion of the services and/or presentation of the written plan, if applicable.”
• “Under no circumstance will PFP require payment of more than $500 per client, more than six months in advance.”
• “Fees are paid in advance and are due by the 7th (or prior closest business day) of the month following the end of the previous quarter.”

How Premier Financial Planning, Inc.’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.
• Its flat or project fee of $4,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.

About Premier Financial Planning, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2007 (19 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

1.25% a year

Clients

39

Employees

2

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$56,728,458

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145897

Website

MYPLANNER.CC (opens in new tab)

Phone

(760) 751-2397

Other planners in Valley Center that publish fees

• Momentum Financial and Insurance Services LLCValley Center$300/hr, $1,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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