Tax Efficient Asset Management Solution, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$450/hr

“In special circumstances financial planning may be offered on an hourly basis at a rate of $175.00 to $450.00 per hour, depending on the nature of the specified services.”

Flat or project fee

$1,000⁠-⁠$12,000

“Planning fees typically start at $1,000 for tactical plans and begin at $12,000 for comprehensive plans.”

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

How Tax Efficient Asset Management Solution, Inc. bills

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

• “During Phase 4, the planning team adapts the plan to address changes in asset values, tax laws, or client goals. 6 Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “On accounts with less than $100,000 invested in first trust deeds, TEAMS may charge the client’s custodial account for an administrative charge payable to Family Office Services, Inc.”
• “Clients will authorize this fee deduction and will receive an itemized invoice when billed.”

How Tax Efficient Asset Management Solution, Inc.’s fees compare

• Its hourly rate of $175-$450 spans the California median of $300. 55% of the 932 other California planners that publish an hourly rate charge less.
• 8 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$12,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• 14 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Tax Efficient Asset Management Solution, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

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

1% a year

Clients

57

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$148,259,042

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146778

Website

familyofficeria.com (opens in new tab)

Phone

(949) 878-9400

Can advise clients in 3 states: California, North Carolina, Texas

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

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