Prudent Investors fees and pricing

Financial planner in Lake Forest, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Prudent Investors charges $750 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $750/hr; “Expert Witness For expert witness services, we charge a fee of $750 per hour.”

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

“The initial fee will be on the market value the date the account was funded, prorated for the number of days in the month that your account is under management.”
“At our discretion Prudent Investors will allow advisory fees to be paid by check as indicated in the Management Agreement.”
“No pro-rata refunds will be provided for the final month of service through the end of the 30-day notice period.”

Its hourly rate of $750 is above the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.4% a year
Clients: 670
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $515,799,473
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 127284
Website: twitter.com/prudent_ria (opens in new tab)
Phone: (760) 597-9255

Is something on this page wrong or out of date?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