PlannerFees

Sharma Everyday Finance fees and pricing

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

According to its Form ADV Part 2A brochure dated August 11, 2026, Sharma Everyday Finance charges $125⁠-⁠$225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125⁠-⁠$225/hr
“Rate $125 $175 $225 Fees are: ●​ Billed in arrears based on actual time spent in 15-minute increments ●​ Payable upon receipt unless otherwise agreed ●​ Payable by check, ACH, or other electronic means Cost Estimates We provide hourly estimates for each project or engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sharma Everyday Finance bills

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

  • “All services are billed at the same rate, including financial education.”
  • “Retainers We never accept payments greater than $500 for work occurring more than six months in advance.”

How Sharma Everyday Finance’s fees compare

  • Its hourly rate of $125-$225 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 14 other planners in Oakland that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sharma Everyday Finance

“We provide hourly financial planning and investment consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342877
Website
sharma-finance.com (opens in new tab)
Phone
(510) 303-8237

Other planners in Oakland that publish fees

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Is something on this page wrong or out of date?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