Stolper & Co., Inc. fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 30, 2026, Stolper & Co., Inc. charges a monthly fee of $250 and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $250/mo
“For clients that only engage SCI for financial planning services, we charge a flat fee of $250 per month and we request a one-year commitment.”
- Annual fee
- $3,000/yr
“The minimum annual fee is $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stolper & Co., Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Alternatively, the client may elect to be billed directly for management fees.”
How Stolper & Co., Inc.’s fees compare
- Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
- 5 of the 21 other planners in San Diego that publish an annual fee charge less.
About Stolper & Co., Inc.
- Firm size: 2 employees.
- Founded: 1975 (51 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.7% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 60
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $615,674,739
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 6911
- Phone
- (619) 231-9102
Can advise clients in 3 states: California, Louisiana, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.