Sweeney & Michel, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees range from $1,500 to $10,000.”

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

How Sweeney & Michel, LLC bills

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

• “The fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
• “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”

How Sweeney & Michel, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.

About Sweeney & Michel, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 years).

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

0.75% a year

Clients

627

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$752,618,512

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282595

Website

instagram.com/sweeney_michel_chico (opens in new tab)

Phone

(530) 487-1777

Can advise clients in 8 states: Arizona, California, Colorado, Idaho, Nebraska, Nevada, Oregon, Texas

Other planners in Chico that publish fees

• Altum Wealth AdvisorsChico$3,000⁠-⁠$10,000
• Randall Stone FinancialChico$200/hr, $500/yr
• Waller Financial CoachingChico$10,000⁠-⁠$150,000/yr
• 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

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