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  • FULLY INFORMED PRICING

    Completely transparent with no surprises

    No hidden fees, referral fees, or commissions

    The only compensation we receive is what you pay us

  • The fee you pay for financial planning and advice shouldn't be based on the amount of assets you have

    Unlike most financial firms:

    • We don't sell financial products; we don't receive commissions or any third-party compensation

    • We don't charge based on the amount of assets managed (asset-based compensation)

    • We don't require investments or assets to manage

    What does it cost to work with us?

    • Services are time-based, customized to your personal situation and needs at the rate of $250/hour

    • We offer an introductory consultation to help develop a personalized time estimate tailored to your specific needs

  • Comprehensive Financial or Retirement Planning

    Comprehensive planning and advice to

    address your goals, objectives, and concerns

     

     

    The typical fee ranges between $2,500 and $5,000 for most households*

    Ongoing Planning, Advice, & Investment Management

    Ongoing financial planning, advice, and support with or without investment services

     

     

    The typical fee ranges between $2,000 to $5,000 per year for most households*

    Limited-Scope, As-Needed, Hourly Advice

    Limited-scope planning, analysis, or advice billed on an hourly basis as agreed upon

     

     

    Services calculated and charged at our current hourly rate of $250**

  • * The estimated fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have complexity in your financial life.

     

    **Hourly services are typically only available to individuals and families who have already completed a financial planning engagement with our firm; subject to a annual minimum of $750.

  • Employer Services

    Services for employer services are negotiated in advance and will vary depending on a number of factors, including:

    Scope of services

    Estimated time to perform scope of services

    Complexity of the assignment

About

Why Choose Us

Real Fiduciary

Our Team

Pricing

Giving Back

Resources

Client Login

Risk Questionnaire

Transfer Files

Video Library

Blog

Contact

Schedule Appointment

877-389-5373

2130 Main Street, Suite B

Red Bluff, CA 96080

© 2005-2023 Etzler Financial Advisors, LLC

 

Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.

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