Vista Advisor Group, LLC fees and pricing
Financial planner in Walnut Creek, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 6, 2026, Vista Advisor Group, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vista Advisor Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Retirement Plan Consulting services are billed as a percentage of Plan assets under management.”
- “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
How Vista Advisor Group, LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 9 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
About Vista Advisor Group, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
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
- 1% a year
- Clients
- 686
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $314,639,936
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307268
- Phone
- (925) 476-4646
Can advise clients in 5 states: Arizona, California, Nebraska, Texas, Washington
Other planners in Walnut Creek that publish fees
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
- Dawson Investment ManagementWalnut Creek$1,000/hr
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.