Shorebird, LLC fees and pricing
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Shorebird, LLC charges $125 an hour, a flat or project fee of $500-$5,000, and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“For our hourly fee we charge a rate of $125 per hour with a minimum of two hours per engagement.”
- Flat or project fee
- $500-$5,000
“For our fixed fees, we charge between $500 to $5,000 for our financial planning services.”
- Monthly fee
- $100-$500/mo
“We charge a monthly fee between $100 to $500 for our ongoing financial advising services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shorebird, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and is agreed to at the time of engagement.”
- “Depending on the specific planning Shorebird, LLC Page 5 ADV Part 2A – 2/9/2024 service, we may collect one half of the fee upon engagement with the second half upon delivery of the financial plan.”
- “Upon receipt of the written notice the client will receive a prorated refund of any prepaid fees based on a percentage of work completed.”
How Shorebird, LLC’s fees compare
- Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
- None of the 20 other planners in Newport Beach that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Shorebird, LLC
“We offer financial planning services to evaluate the client’s financial situation, goals and risk tolerance.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
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
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,825,956
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290121
- Phone
- (951) 216-9355
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.