Private Portfolios, Inc. fees and pricing

Financial planner in San Mateo, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 10, 2026, Private Portfolios, Inc. charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325/hr; “The fees for these services are generally based on the time required to perform the services and are billed at a rate of $325 per hour, subject to a minimum fee of $650.”

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

“Fees for the above services are due and payable within 30 days after the services are performed.”
“Financial planning services automatically terminate upon presentation of the plan to the client or upon completion of the consultation.”
“This means that a client’s account balance(s) will be billed at different levels according to the tiered-fee schedule above.”

Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
5 of the 11 other planners in San Mateo that publish an hourly rate charge less.

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: 1.18% a year
Minimum: $650 minimum fee (stated in brochure)
Clients: 259
Employees: 3
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 educational seminars and workshops
Assets managed: $293,473,879
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111905
Website: privateportfolios.com (opens in new tab)
Phone: (650) 548-9800

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.