Taxdude Financial Advisor fees and pricing
Financial planner in Long Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Taxdude Financial Advisor charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial Planning and Consulting Services are offered based on an hourly fee of $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Taxdude Financial Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “For fees paid directly to TFA, the fees must be paid within ten (10) days following the conclusion of the calendar month in which the account is being billed.”
How Taxdude Financial Advisor’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.
- 1 of the 4 other planners in Long Beach that publish an hourly rate charge less.
About Taxdude Financial Advisor
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $19,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304802
- Phone
- (707) 496-2678
Other planners in Long Beach that publish fees
- Augustus Wealth, LLCLong Beach$10,000
- Crux Wealth AdvisorsLong Beach$500/hr, $1,000-$250,000
- Dollar Sign Ventures LLCLong BeachUp to $5,000
- Goldman Lancaster, Inc.Long Beach$350/hr
- Hifi PlanningLong Beach$300/hr, $5,000-$12,000
- JC Financial Planning & Investments, LLCLong Beach$200/hr, $500-$5,000
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.