ST. Clair Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275⁠-⁠$625/hr

“Ongoing flat fees are subject to automatic annual increases as tied to the Consumer Price Index.​ ​ To the extent a client also engages Adviser for Portfolio Management services and maintains at least $750,000 under Adviser’s management, Financial Planning services are provided for no additional fee (i.e., the flat…”

Flat or project fee

$4,500⁠-⁠$7,500

“The specific asset-based fee rate(s), frequency of billing, timing of billing, and valuation methodology are all set forth in the specific advisory agreement to be signed by a client.​ ii.​ Flat fees for Financial Planning services generally range from $4,500 to $7,500 for the preparation of an initial financial…”

Annual fee

$4,500⁠-⁠$15,000/yr

“To the extent Adviser is also engaged to render ongoing Financial Planning services, annual flat fees generally range from $4,500 to $15,000.”

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

How ST. Clair Financial bills

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

• “Ongoing flat fees may be charged either monthly, quarterly, or semi-annually, and either in advance or arrears, and will vary based on the nature and complexity of the client’s financial situation, specific needs, income, assets, liabilities and taxes.”
• “Fees are prorated from the effective date of the advisory agreement through the effective date of termination.”
• “The prorated portion of any unearned prepaid fees will be refunded upon termination.”

How ST. Clair Financial’s fees compare

• Its hourly rate of $275-$625 spans 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 Roseville that publish an hourly rate charge less.
• Its flat or project fee of $4,500-$7,500 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Roseville that publish a flat or project fee charge less.
• Its annual fee of $4,500-$15,000 spans the California median of $6,250. 63% of the 224 other California planners that publish an annual fee charge less.

About ST. Clair Financial

• Firm size: 2 employees.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning

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

93

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$141,302,317

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151251

Website

donstclair.com (opens in new tab)

Phone

(916) 780-1848

Can advise clients in 2 states: California, Texas

Other planners in Roseville that publish fees

• Arcpoint Financial AdvisorsRoseville$400/hr, $500⁠-⁠$10,000
• Bulman Wealth GroupRoseville$300
• Frederick, Mark D.Roseville$300/hr, $750⁠-⁠$15,000
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr

Compare all 16 planners in Roseville