Tangent Retirement fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Tangent Retirement charges $350 an hour and a quarterly fee of $2,656 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“We bill at the rate of $350.00 per hour.”
- Quarterly fee
- $2,656/qtr
“If a client paid a $2,656.25 quarterly fee for a 90-day quarter, the daily rate is $29.51 ($2,656.25 ÷ 90).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tangent Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Normally, one-half of the quoted fee is due upon engagement, with the balance due upon delivery.”
- “Fees for discretionary investment management are charged quarterly in advance based on the value of the client's assets.”
- “Investment management fees are billed quarterly in advance at the beginning of each calendar quarter.”
How Tangent Retirement’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
About Tangent Retirement
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 51
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $36,861,592
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340705
- Phone
- (949) 345-1841
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
Is something on this page wrong or out of date?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.