Smartcourse Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

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

How Smartcourse Advisory, LLC bills

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

• “Fees for financial plans are due upon delivery of the completed plan.”
• “Electronic Payment via ACH, Debit Card, or Credit Card (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”

How Smartcourse Advisory, LLC’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Moorpark 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 Smartcourse Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334957

Phone

(818) 692-1713

Other planners in Moorpark that publish fees

• Bruce James Thomas JRMoorpark$90⁠-⁠$250/hr, $180⁠-⁠$45,000
• Glatt and Associates, LLCMoorpark$325⁠-⁠$400/hr, $500
• Kelsey Financial, LLCMoorpark$350/hr, $100⁠-⁠$20,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 5 planners in Moorpark