Raymond Liao Investment Advisor fees and pricing
Financial planner in Arcadia, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Raymond Liao Investment Advisor charges a flat or project fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$6,000
“Written Financial Plan (range from $3,000-$6,000) 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Raymond Liao Investment Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page 5 of 21 Written financial plan is charged one-half of the fee “in advance” and will collect the balance at the time of delivery.”
- “Clients will be invoiced for financial planning fees (hourly and fixed) by paper mail or email.”
- “Clients will be invoiced for fees by paper mail or email.”
How Raymond Liao Investment Advisor’s fees compare
- Its flat or project fee of $3,000-$6,000 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
About Raymond Liao Investment Advisor
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312570
- Phone
- (626) 768-3628
Other planners in Arcadia that publish fees
- Csi Wealth ManagementArcadia$350-$1,000/hr, $2,000-$7,500
- 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
Is something on this page wrong or out of date?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.