FULLY INFORMED PRICING
No hidden fees, referral fees, or commissions
The only compensation we receive is what you pay us based solely on time
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 receive asset-based compensation based on the size of your investment portfolio or your estate
- We don't require that you have investment accounts or assets to manage
What does it cost to work with us?
- Services are customized to your personal situation and charged 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 $3,000 and $5,000 for most households*
Ongoing Planning, Advice, & Investment Management
Ongoing financial planning, advice, and support with or without investment management 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 as-needed 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 contractural minimum of $1,000.
Employer Services
The fee for employer services is time-based and will vary depending on a number of factors, including:
Scope of services
Time to perform scope of services
Complexity of the assignment
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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.