Varn Financial Planning fees and pricing
Financial planner in El Cerrito, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, Varn Financial Planning charges $250 an hour and a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Firm may provide additional services on an hourly basis at a rate of $250 per hour.”
- Flat or project fee
- $4,000
“The Firm charges a fixed fee of $4,000 for its Financial Life Planning service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Varn Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are agreed upon in advance and outlined in a written agreement prior to the start of the engagement.”
- “Fees are negotiable at the sole discretion of the Firm.”
- “Fees for fixed-fee services are billed in advance and must be paid prior to the start of services.”
How Varn Financial Planning’s fees compare
- 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.
- None of the 2 other planners in El Cerrito that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Varn Financial Planning
“The Firm provides non-discretionary, project-based financial planning and investment advisory services. The Firm primarily provides comprehensive financial life planning services, with an emphasis on helping clients understand and optimize their long-term financial trajectory.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341746
- Phone
- (510) 289-5874
Other planners in El Cerrito that publish fees
- Dabk Financial Planning ServicesEl Cerrito$250/hr, $800
- Simple Life FinancialEl Cerrito$400/hr
- 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
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.