Spahr Financial Group, LLC fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Spahr Financial Group, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Financial Planning & Consulting Services For financial planning or other engagements that do not involve ongoing management, SFG charges consulting fees calculated based on a rate of $300 per hour, or may charge a predetermined fixed fee depending on the project undertaken.”

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

“However, SFG has had different fee schedules in place in the past and our fees are negotiable at our discretion, which means not all SFG clients are paying the same fees nor have the identical fees schedules.”
“The effective termination date used to calculate the refund will be 30 days after we receive written notice of termination from the client, as noted above, or such other date as agreed upon with the client.”
“Upon termination of the agreement, we will send the client a prorated portion of any unearned fee.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
3 of the 6 other planners in Huntington Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2002 (24 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: 1.2% a year
Minimum: No minimum stated in brochure
Clients: 85
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $27,259,169
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 123900
Website: spahrfinancial.com (opens in new tab)
Phone: (714) 963-5000

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