Stellar Financial Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated July 8, 2026, Stellar Financial Planning charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Hourly fees - clients are charged an hourly fee of $400.00, or less, depending on the scope of the work required. 3.”

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

“Clients are billed for all fees as a courtesy but they can pay any portion of the amount owed at their convenience.”
“All clients are given the option to have annual Basic Account Maintenance (BAM) fees billed in installments.”
“Clients are charged BAM fees in advance, upon signing Annual Agreements.”

Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
5 of the 5 other planners in Fremont 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: 2% a year
Clients: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $10,373,685
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 120284
Phone: (510) 656-3233

Is something on this page wrong or out of date?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