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Fee-Only Financial Planning 

in San Diego

Financial Planning/Advice:

Initial Consultation*$400
Financial Checkup$750
Initial Plan Development Fee:
         Accumulation Plan*$1,000
         Retirement Income Plan$1,500
Ongoing Financial Planning Engagements:
         Ongoing Planning Fee$199-499/month


*Waived if client enters into Financial Planning Agreement

Investment Advisory/Asset Management:

Managed Accounts:
$25,000-$49,0001.50%
$,000-249,9991.25%
$250,000-$999,9991.00%
$1,000,000+Negotiable Flat Fee



Wealth Management:

Combination and Implementation:
Financial Planning and Investment Advisory Services**$500-$4,000/month


** Wealth Management Clients do not pay AUM fees on assets managed by the firm