The Swanson Financial Group fees and pricing

Financial planner in San Diego, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, The Swanson Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND CONSULTING SERVICES Financial Planning and Consulting Services are provided on an hourly fee rate of $250 per an hour.”

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

“After the first five (5) days, written termination will result in a pro-rated refund of any prepaid and unearned fees.”
“The refund will be based upon the number of hours worked on the financial plan at negotiated hourly rate.”
“Because SFG charges in advance, any client that terminates their contract during a quarter will receive a prorated refund of any unearned fees.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
14 of the 73 other planners in San Diego that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 45
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $31,168,239
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 164869
Phone: (858) 457-4149

Is something on this page wrong or out of date?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