Taylor K a Associates Inc fees
Financial planner in Cambria, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 2, 2026, Taylor K a Associates Inc (Cambria, CA) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the California median of $300; 8% of the 524 other planners in California that publish an hourly rate charge less.
“A new Client’s fee is determined by an hourly rate of $200.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Taylor K a Associates Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “There is no refund of fees, unless Client has paid for the entire fee upon the signing of the Statement of Understanding.”
- “The refund is equal to the unrendered services to date, with the date based on the receipt of the letter requesting a termination of the services by either Client or Advisor.”
- “No refund will be made for quarterly payments, regardless of whether or not Clients complete their annual review.”
About Taylor K a Associates Inc
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 2, 2026
- CRD number
- 106296 (opens in new tab)
- Phone
- (805) 927-5518
More planners in California that publish fees
- Echo Advisory LLCMenlo ParkFlat $2,400-$5,000
- Insight Personal FinanceSan FranciscoHourly $375-$550/hr, Flat $3,000-$12,000
- Ayla CapitalLos AngelesHourly up to $1,000/hr
- Syzygy Financial LLCIrvineHourly $250-$500/hr
- Point Loma AdvisorsSan DiegoFlat $1,000-$3,500
- Ventura AdvisorsWoodland HillsHourly $300/hr
Is something on this page wrong or out of date?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.