Shift 4 Advisors, Inc. fees and pricing
Financial planner in Murrieta, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 31, 2026, Shift 4 Advisors, Inc. charges $150-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“Financial planning and consulting engagements are generally charged at $150 to $400 per hour or as a mutually agreed fixed fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shift 4 Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated for partial periods and for significant additions or withdrawals as provided in the agreement.”
How Shift 4 Advisors, Inc.’s fees compare
- Its hourly rate of $150-$400 spans the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in Murrieta that publish an hourly rate charge less.
About Shift 4 Advisors, Inc.
“The Firm provides non-discretionary consulting to employer-sponsored retirement plans. The Firm offers financial planning and financial consulting on a limited, separately engaged basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 39
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $11,968,261
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329628
- Phone
- (949) 633-9811
Other planners in Murrieta that publish fees
- Athena Wealth ManagementMurrieta$275/hr
- Davies Financial Advisors, Inc.Murrieta$250-$500/hr, $7,500-$150,000
- Meridian Wealth Management, IncMurrieta$200-$300
- RMH Advisors, LLCMurrieta$300/hr, $300
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.