Treasure Chest Financial fees and pricing
Financial planner in Hacienda Heights, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Treasure Chest Financial charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Financial planning services are offered on an hourly fee basis, which is $100.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Treasure Chest Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees will be agreed upon in writing with each client beforehand, and are negotiable.”
- “At the inception of the relationship and each month thereafter, we will notify Client of the amount of the fee due and payable to us based on our fee schedule and contract.”
- “Such services are paid on a per hour basis and the rate is negotiable with potential clients.”
How Treasure Chest Financial’s fees compare
- Its hourly rate of $100 is below the California median of $300. 1% of the 932 other California planners that publish an hourly rate charge less.
About Treasure Chest Financial
“We also provide financial planning services and is capable of taking on any project related to retirement planning, education planning, estate planning, just to list a few.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.05% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285517
- Phone
- (626) 512-4055
Other planners in California that publish fees
- 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
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.