The Financial Team, Inc. fees and pricing

Financial planner in Carlsbad, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, The Financial Team, Inc. charges $375 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $375/hr; “For hourly clients, these services are generally offered at an hourly rate of $375.”

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

“Clients will choose how they wish to be billed.”
“Upon receipt of TFTI's invoice, fees are payable and can only be paid via checks, credit, or debit cards.”
“To the extent fees are negotiable, some clients may pay more or pay less than other clients for the same advisory services.”

Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
19 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Minimum: No minimum stated in brochure
Employees: 2
Services reported to regulators: Financial planning, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 141355
Website: thefinancialteam.com (opens in new tab)
Phone: (760) 448-2882

Can advise clients in 2 states: Arizona, California

Is something on this page wrong or out of date?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.