Sachi Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250 and fixed fee rates range between $500 and $10,000.”

Flat or project fee

$500⁠-⁠$5,000

“Ongoing Financial Planning SFP may collect an initial fee between $500 - $5,000.”

Monthly fee

$300⁠-⁠$2,000/mo

“Fees are paid monthly in arrears at a rate of $300 - $2,000 per month.”

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

How Sachi Financial Planning bills

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

• “The annual advisory fee is paid monthly in arrears and is based on the average daily balance during the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Sachi Financial Planning’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$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.
• 4 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Sachi Financial Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

Clients

61

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$5,798,434

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324752

Website

sachifp.com (opens in new tab)

Phone

(949) 478-3643

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

Compare all 51 planners in Newport Beach