Waller Financial Coaching fees and pricing
Financial planner in Chico, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Waller Financial Coaching charges an annual fee of $10,000-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000-$150,000/yr
“Fixed fees range from $10,000 to $150,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Waller Financial Coaching bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For our investment advisory services, you pay us a quarterly fee in arrears.”
- “Fees may be negotiable in certain limited circumstances.”
- “The fees may be negotiable in certain cases, will be agreed to at the start of the engagement, and are due at the end of the engagement.”
How Waller Financial Coaching’s fees compare
- Its annual fee of $10,000-$150,000 is above the California median of $6,250. 100% of the 224 other California planners that publish an annual fee charge less.
About Waller Financial Coaching
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 67
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $90,868,880
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172701
- Phone
- (530) 206-7994
Other planners in Chico that publish fees
- Altum Wealth AdvisorsChico$3,000-$10,000
- Randall Stone FinancialChico$200/hr, $500/yr
- Sweeney & Michel, LLCChico$250/hr, $1,500-$10,000
- 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
Is something on this page wrong or out of date?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.