Syzygy Financial LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 2, 2026, Syzygy Financial LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

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

Hourly rate: $250⁠-⁠$500/hr; “The Advisors hourly fee will be billed in the range of $250 to $500 per hour based upon the scope and complexity of the financial planning services.”

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

“Disclose whether the fees are negotiable.”
“Describe whether the firm deducts fees from clients’ assets or bills client for fees incurred.”
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Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
25 of the 30 other planners in Irvine that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 11
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $775,831
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 154896
Website: syzygyfinancial.com (opens in new tab)
Phone: (714) 609-3589

Is something on this page wrong or out of date?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