S & L Financial Management fees and pricing
Financial planner in Walnut, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2026, S & L Financial Management charges a flat or project fee of $300-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $300-$5,000
“Financial counseling project fees will range from $300 to $5,000 per project depending on factors such as the complexity of the project, the estimated time to complete the project and the resources required to deliver it.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How S & L Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Where it is not practical to deduct fees directly from client accounts, the client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”
- “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
How S & L Financial Management’s fees compare
- Its flat or project fee of $300-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
About S & L Financial Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $526,897
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318996
- Phone
- (909) 821-7188
Other planners in California that publish fees
- 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
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.