R.e.a.l. Coach fees and pricing

Financial planner in Garden Grove, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, R.e.a.l. Coach charges $180⁠-⁠$325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $180⁠-⁠$325/hr; “Client may request specific services at our standard hourly rates, which range from $180 to $325, with a typical minimum billing of $45 per 1/4 hour.”

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

“Paid in Advance/Refunds For preparation of a financial plan, fees are due before the work begins.”
“If you cancel your request for a financial plan, you will receive a full refund if plan preparation efforts have not begun.”
“If plan preparation has begun, you will be billed on an hourly basis for those services rendered and any balance due will be returned to you promptly.”

Its hourly rate of $180-$325 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2015 (11 years).

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: 0.75% a year
Employees: 1
Services reported to regulators: Financial planning, selecting other advisers, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 174860
Website: myrealcoach.com (opens in new tab)
Phone: (714) 903-7750

Is something on this page wrong or out of date?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