PlannerFees

Tanager Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 9, 2026, Tanager Financial, LLC charges $300 an hour, a flat or project fee of $4,750, and a monthly fee of $200⁠-⁠$300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“In the event of early termination by the Client, any fees for the hours already worked will be due at the hourly rate of $ 300.”
Flat or project fee
$4,750
“Comprehensive financial plan – $ 4,750.”
Monthly fee
$200⁠-⁠$300/mo
“Ongoing advice – $ 200/month year one. $ 300/month thereafter.”

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

How Tanager Financial, LLC bills

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

  • “All payments are due one month in arrears.”
  • “Email support with responses typically within 5–7 business days All payments are due one month in arrears.”
  • “Project based pricing – $ 300 an hour. 2 hour minimum. $ 499 at return of engagement letter, balance upon completion.”

How Tanager Financial, LLC’s fees compare

  • Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
  • 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
  • Its flat or project fee of $4,750 is below the California median of $5,000. 48% of the 796 other California planners that publish a flat or project fee charge less.
  • 8 of the 19 other planners in Irvine 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 Tanager Financial, LLC

“Clients may be asked to provide information relevant to various areas of financial planning analysis, including net worth, cash flow, credit, employee benefits, retirement planning, insurance, investments, education planning, debt management, business financial considerations, tax-related planning considerations,…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Keith Danner
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College 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
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342758
Website
tanagerfa.com (opens in new tab)
Phone
(949) 264-3450

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