Professional Financial Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$550⁠-⁠$850/hr

“Fees for these custom services are subject to negotiation with the client and are usually based on an hourly fee which ranges between $550 and $850 per hour for a senior planner and $300 per hour for a paraplanner.”

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

How Professional Financial Advisors Inc bills

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

• “Fees for Consulting Services are paid in advance and are based upon the complexity of the client's financial situation and the type and scope of Consulting Services contemplated.”
• “The exact amount of the fee for the first payment is subject to mutual agreement in advance and stated in the Client Agreement.”
• “The fee for Income Tax Analysis is usually about $850, payable in full when the Client Agreement is signed.”

How Professional Financial Advisors Inc’s fees compare

• Its hourly rate of $550-$850 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in San Juan Capistrano that publish an hourly rate charge less.

About Professional Financial Advisors Inc

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

26

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

105296

Website

prof-fin-advisors.com (opens in new tab)

Phone

(949) 493-5900

Other planners in San Juan Capistrano that publish fees

• Capital Financial Consultants Group, Inc.San Juan Capistrano$100⁠-⁠$200/hr, $1,500
• CdfinancialSan Juan Capistrano$500/hr, $2,500⁠-⁠$50,000
• Service One FinancialSan Juan Capistrano$250/hr, $500⁠-⁠$5,000
• 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

Compare all 7 planners in San Juan Capistrano