Select Investment Services fees and pricing
Financial planner in Santa Barbara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Select Investment Services charges $250 an hour, a flat or project fee of $2,000-$4,000, and a monthly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Based Financial Planning Fixed Fee Financial Planning will generally be offered at an hourly rate of $250 per hour, depending on complexity.”
- Flat or project fee
- $2,000-$4,000
“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge ranging between $2,000 and $4,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $300 per month.”
- Monthly fee
- $300/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Select Investment Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
How Select Investment Services’ 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.
- 1 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$4,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Select Investment Services
- Principal: Michael Vidal
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
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
- 3% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $538,605
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331739
- Phone
- (805) 698-0360
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.