Firm
Aspire Planning Associates, Inc.
Cupertino, California
Fee-only
Aspire Planning Associates, Inc. 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.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Cupertino, California |
|---|---|
| Website | aspire-planning.com |
| [email protected] | |
| Phone | (408) 335-4154 |
Aspire Planning Associates, Inc. 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.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Hourly · Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"all clients must agree to have at least $1 million in liquid assets managed by Aspire within 12 months" source
"either an hourly rate with a maximum cap, or a 12-month fixed fee agreement, payable in four equal quarterly installments." source
"either an hourly rate with a maximum cap, or a 12-month fixed fee agreement, payable in four equal quarterly installments." source
"a 12-month fixed fee agreement, payable in four equal quarterly installments." 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.