Rohr Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$360/hr

“We offer financial planning services on an hourly basis at the current rate of $360 per hour.”

Flat or project fee

$3,000⁠-⁠$10,000

“For our Financial Planning Services, Rohr charges an hourly fee or fixed fee that generally ranges from $3,000 - $10,000 depending on the complexity and scope of the Financial Planning Services requested by the client as further memorialized in the client’s agreement.”

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

How Rohr Financial Advisors, LLC bills

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

• “Hourly services are ideal for clients who require targeted advice on particular financial issues or who need periodic check-ins and updates to their financial plans.”
• “Clients engaging in hourly financial planning services will be billed at the conclusion of each session and any fees owed will not be deducted from client’s accounts.”
• “An invoice for services is issued on completion of Rohr’s Financial Planning Services, which is payable upon receipt in accordance with the terms provided as part of the invoice.”

How Rohr Financial Advisors, LLC’s fees compare

• Its hourly rate of $360 is above the California median of $300. 69% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Rohr Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332018

Phone

(805) 283-7376

Other planners in Arroyo Grande that publish fees

• Phase Line FinancialArroyo GrandeUp to $500/hr, Up to $36,000
• 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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

Compare all 1,914 planners in California