The Guardino Financial Group fees and pricing
Financial planner in Milpitas, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, The Guardino Financial Group charges $175 an hour and a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Financial planning fees and fees for special investment or financial research projects generally range from $1,000.00 to $15,000.00, depending upon the level and scope of the professional planning and/or consulting services required, and are charged at the rate $175.00 per hour.”
- Flat or project fee
- $1,000-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Guardino Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
How The Guardino Financial Group’s fees compare
- Its hourly rate of $175 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About The Guardino Financial Group
“The Guardino Financial Group provides financial planning services to clients upon request.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2012 (14 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 163931
- Phone
- (408) 957-8900
Other planners in Milpitas that publish fees
- New Assets Investment Advisors LLCMilpitas$150/hr, $1,000-$10,000
- 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
- 5T Wealth, LLCNapa$200-$450/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.