Firm
395 Financial Planning
Mammoth Lakes, California
Fee-only
395 Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Mammoth Lakes, California |
|---|---|
| Website | 395financialplanning.com |
| [email protected] | |
| Phone | (760) 914-4961 |
395 Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $395 |
|---|---|
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"One month of service to collaborate on one meeting agenda." source
"One year of service to develop and/or implement your plan: up to 10 meetings, continuous email support." source
"One month of service to collaborate on one meeting agenda." source
"Work on your financial goals by the month," source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 335271 |