PlannerFees

Wildflower Financial LLC fees and pricing

Financial planner in Santa Cruz, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 5, 2026, Wildflower Financial LLC charges $400 an hour, a monthly fee of $600⁠-⁠$2,500, and an annual fee of $7,200⁠-⁠$30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“In special circumstances and upon consent of Jennipher Lommen, financial planning services may otherwise be offered on an hourly basis at a rate of $400 per hour.”
Monthly fee
$600⁠-⁠$2,500/mo
“The ongoing annual fee range is between $7,200 and $30,000 per year ($600 and $2,500 per month).”
Annual fee
$7,200⁠-⁠$30,000/yr

From the same sentence as above.

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

How Wildflower Financial LLC bills

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

  • “Fees are negotiable prior to signing of the agreement and are calculated annually and are based on the client’s total income, assets and the overall complexity of the client’s financial situation.”
  • “Fees are billed in advance and can be billed monthly or quarterly, per client preference, with the exception of investment management clients who choose to have fees withdrawn from investment accounts, in which case fees will be billed quarterly.”
  • “Wildflower Financial will not bill an amount more than $500 more than six months in advance.”

How Wildflower Financial LLC’s fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Santa Cruz that publish an hourly rate charge less.
  • Its annual fee of $7,200-$30,000 is above the California median of $6,250. 85% of the 224 other California planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Santa Cruz 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 Wildflower Financial LLC

“This serves to guide the advisor in the technical development and implementation of all aspects of the financial plan in order to ensure that the financial advice offered aligns with the goals the client has set forth within the comprehensive process.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • 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
17
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$11,786,167
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
289288
Website
wildflowerfinancial.com (opens in new tab)
Phone
(831) 854-7291

Other planners in Santa Cruz that publish fees

Compare all 5 planners in Santa Cruz

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.