The Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Our hourly fees are $225 for financial planning and consulting and $75 for administrative time.”

Annual fee

$500/yr

“In all cases, we will not require a retainer exceeding $500 when services cannot be rendered within three months.”

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

How The Financial Group bills

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

• “In the event you have a withdrawal from your account of $10,000 or more, we will refund the unearned advisory fee, prorated for the number of days remaining in the quarter, and refund it to your account after the end of the quarter.”
• “We must disclose if client’s advisory fees are due quarterly in advance.”
• “Explain how a client may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period.”

How The Financial Group’s fees compare

• Its hourly rate of $225 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.

About The Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 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

1% a year

Clients

109

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$33,664,199

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169966

Website

thefinancialgrouponline.com (opens in new tab)

Phone

(909) 860-7527

Other planners in Diamond Bar that publish fees

• Bos TaurusDiamond Bar$100⁠-⁠$500/hr
• LLG Wealth ManagementDiamond Bar$3,000⁠-⁠$15,000/yr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

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