The Pacific Center for Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“These fees are negotiable, but range from $250 to $2,000 on a fixed fee basis and/or $200 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$250⁠-⁠$2,000

From the same sentence as above.

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

How The Pacific Center for Financial Services bills

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

• “Fixed fees are due and payable in full, in arrears, upon completion of the work agreed upon.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
• “There are a small number of clients that the Firm has agreed to send a separate invoice for direct payment, but the Firm does not generally accommodate these requests.”

How The Pacific Center for Financial Services’ fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Danville that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,000 is below the California median of $5,000. 11% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Danville that publish a flat or project fee charge less.

About The Pacific Center for Financial Services

• Firm size: 5 employees.
• Registered as an adviser: 1997 (29 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

1.25% a year

Clients

789

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,097,003,444

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

104557

Website

linkedin.com/in/ashley-m-souza-aif%C2%AE-3a901268 (opens in new tab)

Phone

(925) 838-7700

Can advise clients in 8 states: Arizona, California, Florida, Hawaii, Nevada, Oregon, Texas, Utah

Other planners in Danville that publish fees

• Apogee Wealth AdvisorsDanville$500/hr, $2,500⁠-⁠$10,000
• Arden Wealth ManagementDanville$200⁠-⁠$2,000
• Dolan Partners LLCDanville$8,000
• Gallagher Wealth ManagementDanville$300/hr, $3,000⁠-⁠$10,000
• Global Wealth HarborDanville$500⁠-⁠$8,000, $100⁠-⁠$800/mo
• Greykasell Wealth Strategies, Inc.Danville$6,200

Compare all 13 planners in Danville