Selleck Financial Group fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Selleck Financial Group charges a flat or project fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$7,500
“Broad-based engagements are assessed fixed fees that ranges from $2,500 to $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Selleck Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Published fees are negotiable, and the firm may waive its fee for associates and their family members.”
- “Selleck Financial Group Form ADV Part 2 - 06102026 Page 7 of 27 Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “The remaining balance is due upon delivery of our final invoice which coincides with the presentation of your plan/advice.”
How Selleck Financial Group’s fees compare
- Its flat or project fee of $2,500-$7,500 spans the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Selleck Financial Group
“Selleck Financial Group provides periodic educational workshops involving a broad range of planning and investing topics, and we are available to assist retirement plan sponsors.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289240
- Phone
- (949) 226-8026
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.