The Putney Financial Group LLC fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 26, 2026, The Putney Financial Group LLC charges $125-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$1,000/hr
“Principal Senior Advisor $1,000 per hour $550 per hour Page 7 of 24 Advisor Administrative Staff $275 per hour $125 per hour Additionally, a $5,000 retainer is required to engage services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Putney Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
- “Any unused portion is refunded in full, and overages are billed monthly.”
- “Upon termination of any account, any accrued fees will be billed up to the business day prior to the date of termination notification.”
How The Putney Financial Group LLC’s fees compare
- Its hourly rate of $125-$1,000 spans the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 10 other planners in San Rafael that publish an hourly rate charge less.
About The Putney Financial Group LLC
- Firm size: 8 employees.
- Registered as an adviser: 2004 (22 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
- 2% a year
- Clients
- 212
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $205,409,186
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111639
- Phone
- (415) 460-1990
Can advise clients in 8 states: Alabama, California, Florida, New Mexico, Nevada, Oregon, Texas, Washington
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/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.