Safeguard Investment Advisory Group, LLC fees and pricing
Financial planner in Corona, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Safeguard Investment Advisory Group, LLC charges $250-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$350/hr
“The hourly fee for Financial Planning Services or Consulting Services shall range from $250 to $350 per hour, billed in a quarter-hour minimum increments, as Client and we shall agree at the time the specific services are agreed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Safeguard Investment Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts custodied at Fidelity, fees are billed monthly in arrears on an average daily balance.”
- “These fees are negotiable at the firm's sole discretion and the final fee will be disclosed in the Advisory Agreement.”
- “If accounts are incepted or terminated within the billing period, fees will be prorated.”
How Safeguard Investment Advisory Group, LLC’s fees compare
- Its hourly rate of $250-$350 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Corona that publish an hourly rate charge less.
About Safeguard Investment Advisory Group, LLC
“We offer a wide range of investment advisory services to meet the needs of our Clients, including investment management services on a discretionary basis and non-discretionary basis, access to thirdparty investment management services, and fee-based financial planning services and consulting services.”
- Firm size: 25 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.15% a year
- Clients
- 1,726
- Employees
- 25
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $702,274,833
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146132
- Phone
- (877) 213-7233
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, Oregon, Tennessee, Texas, Utah, Washington
Other planners in Corona that publish fees
- Aragon AdvisorsCorona$250/hr, $4,000-$10,000
- Attivo Legacy Advisors, LLCCorona$250/hr
- Financial Equations Advisors, Inc.Corona$500-$3,000
- Palo Seco Wealth ManagementCorona$250-$450/hr, $800/yr
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.