Right Brain Money fees and pricing

Financial planner in San Luis Obispo, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 21, 2026, Right Brain Money charges a flat or project fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $750; “Personal financial plans require a flat fee of $750; the amount is generally not negotiable.”

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

“All fees are payable in advance on a quarterly basis.”
“Should the initial or a subsequent contribution of assets take place during a quarter, the fee for such contribution will be prorated for the remainder of the quarter and be due within a reasonable period upon request.”
“Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

Its flat or project fee of $750 is below the California median of $5,000. 7% of the 796 other California planners that publish a flat or project fee charge less.
None of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 96
Employees: 4
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, and selecting other advisers
Assets managed: $58,087,142
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156420
Website: rightbrainmoney.com (opens in new tab)
Phone: (805) 668-2020

Is something on this page wrong or out of date?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