Soesbe Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated February 25, 2026, Soesbe Financial charges $425 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $425/hr; “All Adviser time over 12 hours will be billed at $425 per hour.”

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

“The annual fee for Integrated Management Services is not a blended fee whereby the initial Assets Under Management are billed at a higher rate than other assets; all Assets Under Management for a particular Client are billed at the same rate.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

Its hourly rate of $425 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
10 of the 10 other planners in Sacramento that publish an hourly rate charge less.

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: $5,100 minimum fee (stated in brochure)
Clients: 45
Employees: 3
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $84,352,262
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 307384
Website: soesbefinancial.com (opens in new tab)
Phone: (916) 587-5100

Is something on this page wrong or out of date?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