Stride Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fees are based on the hourly rate of $200 per hour and will be paid quarterly, in arrears.”

Flat or project fee

$900⁠-⁠$1,200

“We charge a recurring fixed fee of $900-$1,200 for financial planning.”

Quarterly fee

$900⁠-⁠$1,200/qtr

“Fees are paid quarterly, in arrears, at a rate of $900-$1,200 per quarter.”

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

How Stride Financial Planning bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Terminations and Refunds For Financial Planning services, the Advisory Contract may be terminated with written notice at least 15 calendar days in advance.”

How Stride Financial Planning’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $900-$1,200 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Stride Financial Planning

• Principal: David Hall
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322401

Website

stridefp.com (opens in new tab)

Phone

(559) 840-7492

Can advise clients in 2 states: California, Washington

Other planners in Madera that publish fees

• Optometry Wealth Advisors LLCMadera$250/hr, $395⁠-⁠$5,000/mo
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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