Safe Harbor Assets fees and pricing

Financial planner in Fallbrook, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 20, 2026, Safe Harbor Assets charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Services are offered based on an hourly fee of $200 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
“Due upon delivery of the completed plan.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 8
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $3,039,758
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324397
Website: safeharborassets.com (opens in new tab)
Phone: (760) 990-3661

Is something on this page wrong or out of date?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