VG Financial Consulting, LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“A La Carte Services VGFC charges clients on an hourly basis, at the rate of $300/hour, with a five (5) hour minimum, or $1,500.”

Annual fee

$1,200/yr

“Option 2 (Quarterly): $1,200/year Clients will be emailed an invoice for $300 every three (3) months, beginning the month of the anniversary date of their Client Agreement.”

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

How VG Financial Consulting, LLC bills

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

• “Clients are also billed for any out-of-pocket expenses that VGFC incurs on the client’s behalf.”
• “Invoices for services rendered and expenses incurred will be emailed to clients monthly, at the beginning of the month for services rendered during the preceding month.”
• “Any services extending beyond 12 7 months from the date of the Client Agreement, including any work required to complete and deliver the final plan, are billed at $300/hour.”

How VG Financial Consulting, LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Lafayette that publish an hourly rate charge less.
• Its annual fee of $1,200 is below the California median of $6,250. 10% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About VG Financial Consulting, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

21

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287580

Website

nextdoor.com/pages/vg-financial-consulting-llc-lafayette-ca (opens in new tab)

Phone

(925) 954-4966

Other planners in Lafayette that publish fees

• Empowering FinancialLafayette$350/hr, $2,500⁠-⁠$15,000
• Garner Financial ManagementLafayette$300/hr
• Hyphen Wealth ManagementLafayette$2,000⁠-⁠$5,000
• Lewis Asset ManagementLafayette$7,500
• Lloyd Tevis Investments, LLCLafayette$1,250/qtr
• Mosher Financial Advisors LLCLafayette$60⁠-⁠$350/hr

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