Scott Anderson Financial, Inc. fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2026, Scott Anderson Financial, Inc. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Scott Anderson Financial, Inc. provides services at an hourly rate ranging from $150 to $250 per hour, which may be negotiable depending on the complexity of the assignment.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scott Anderson Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, our hourly fees are payable in arrears once we deliver a financial plan to our clients.”
- “Termination Scott Anderson Financial, Inc. considers the planning phase of our services to be complete, and the agreement terminated upon delivery of a satisfactory planning project for hourly services.”
- “Upon notice of termination of any financial planning or investment management engagement, we will provide you with an invoice for services provided through the date of termination.”
How Scott Anderson Financial, Inc.’s fees compare
- Its hourly rate of $150-$250 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
About Scott Anderson Financial, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and EA.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 48
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $55,350,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134243
- Phone
- (949) 200-7111
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
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.