Vere Chappell fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fee schedule: $200 per hour.”

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

How Vere Chappell bills

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

• “Client will be billed for fees incurred.”
• “Fees are payable upon rendering of services.”
• “Client may terminate the advisory contract within 5 days and receive a full refund of any retainer, or thereafter upon 10 days written notice and receive a refund of any unused retainer.”

How Vere Chappell’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Laguna Hills that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Vere Chappell

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

145674

Phone

(949) 215-0985

Other planners in Laguna Hills that publish fees

• Embarcadero Capital Advisors, Inc.Laguna Hills$450/hr, $6,000/yr
• Fusion FinancialLaguna Hills$400/hr, $2,000⁠-⁠$100,000
• Laguna Financial AdvisoryLaguna Hills$300/hr, $500⁠-⁠$10,000
• The Financial Coaching Group, Inc.Laguna Hills$200⁠-⁠$2,000

Compare all 11 planners in Laguna Hills