Valley Center Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range between $500 and $10,000.”

Monthly fee

$99⁠-⁠$2,000/mo

“Fees are paid monthly in arrears at a rate of $99 $2,000 per month.”

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

How Valley Center Advisors bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract VCA collects an initial fee, no greater than $2,500.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Valley Center Advisors’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Thousand Oaks that publish a flat or project fee charge less.

About Valley Center Advisors

• Principal: Eli Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324084

Website

valleycenteradvisors.com (opens in new tab)

Phone

(805) 228-9025

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• ConfideThousand Oaks$200/hr, $3,000⁠-⁠$6,000
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Farrell Financial, Inc.Thousand Oaks$250⁠-⁠$350/hr, $6,450

Compare all 17 planners in Thousand Oaks