Sisto Investment Advisory, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 3, 2026, Sisto Investment Advisory, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250.”

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

“These fees are negotiable and the final fee schedule is attached in the Investment Advisory Contract.”
“Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

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.
2 of the 10 other planners in Roseville that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

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
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 38
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, portfolio management for businesses and institutions, and pension consulting
Assets managed: $54,575,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284949
Website: sistoadvisory.com (opens in new tab)
Phone: (916) 724-1693

Is something on this page wrong or out of date?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