Vernal Point Advisors, LLC fees and pricing

Financial planner in San Francisco, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Vernal Point Advisors, LLC charges $250⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$1,000/hr; “The current hourly billing rate for the services requested 6 Vernal Point Advisors, LLC Form ADV Part 2A is $250 to $1000 per hour.”

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

“Fees are negotiable on a client-by-client basis with maximum fees shown in the chart below.”
“Clients will be billed on a quarterly basis in advance, based on the settlement date balances on the closing day of the prior quarter as reflected on client statements.”

Its hourly rate of $250-$1,000 spans the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
33 of the 35 other planners in San Francisco that publish an hourly rate charge less.

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: 0.9% a year
Clients: 18
Employees: 25
Works with: High net worth individuals and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $3,938,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 166587
Website: vernalpoint.com (opens in new tab)
Phone: (415) 237-3530

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