The Financial Coaching Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$2,000

“Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation.”

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

How The Financial Coaching Group, Inc. bills

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

• “The negotiable hourly fee is up to $250/hour and is paid after the consultations.”
• “If you cancel after we have done over half the plan, no refund will be paid.”
• “Annualized fees are billed on a pro-rata basis monthly or quarterly in advance based on the value of the account(s) on the last day or time-weighted daily average, of the previous month or quarter as determined by the Third-Party Money Manager.”

How The Financial Coaching Group, Inc.’s fees compare

• Its flat or project fee of $200-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Laguna Hills that publish a flat or project fee charge less.

About The Financial Coaching Group, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 years).

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

98

Employees

3

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

$27,989,099

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

150371

Website

myfcg.com (opens in new tab)

Phone

(949) 600-6060

Other planners in Laguna Hills that publish fees

• Embarcadero Capital Advisors, Inc.Laguna Hills$450/hr, $6,000/yr
• Fusion FinancialLaguna Hills$400/hr, $2,000⁠-⁠$100,000
• Laguna Financial AdvisoryLaguna Hills$300/hr, $500⁠-⁠$10,000
• Vere ChappellLaguna Hills$200/hr

Compare all 11 planners in Laguna Hills