Steinmetz Financial Planning fees and pricing
Financial planner in Redwood City, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Steinmetz Financial Planning charges $350-$500 an hour and a flat or project fee of $3,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$500/hr
“For general consulting services the fee is $350 - $500 per hour depending upon the complexity of the work required.”
- Flat or project fee
- $3,500-$15,000
“For financial planning clients, a pre-negotiated fixed fee will be charged and will range between $3,500 and $15,000 dependent upon the complexity and the scope of the work required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Steinmetz Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees will be billed on a monthly basis after services have been rendered.”
- “All fees are negotiable and will be decided mutually between the advisor and the client prior to the commencement of any work.”
- “Advisor will refund the balance, if any, within ten (10) business days of notice, after deduction at hourly rate for any work completed.”
How Steinmetz Financial Planning’s fees compare
- Its hourly rate of $350-$500 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 6 other planners in Redwood City that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$15,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 6 other planners in Redwood City that publish a flat or project fee charge less.
About Steinmetz Financial Planning
“Steinmetz Financial Planning (or “the firm”) is a California‐domiciled registered investment adviser that provides fee‐only financial planning and investment advisory services. Steinmetz Financial Planning has been providing fee-only financial planning and investment services since November, 1991.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $60,676,595
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115545
- Phone
- (650) 401-3800
Other planners in Redwood City that publish fees
- Brightview Financial SolutionsRedwood City$300/hr, $2,500-$6,000
- Carico Private Wealth ManagementRedwood City$300/hr, $1,000-$2,500
- FocusyouRedwood City$300-$500/hr
- Griffin Black, LLCRedwood City$350/hr, $2,500
- Nancy K Weeks Associates, LLCRedwood City$450-$600/hr, $10,000-$30,000
- Redwood Park AdvisorsRedwood City$250/hr, $2,000-$5,000
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.