Firm
Auspicious Financial Planning
San Ramon, California
Fee-only
Auspicious 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 2 employees and 193 individual clients, 84 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 609 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Ramon, California |
|---|---|
| Website | auspiciousfinancial.com |
| Phone | (925) 355-1200 |
Auspicious Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.8% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"0.20% (0.80%)" source
"We do not believe in “account minimums,” and will help anyone who requests it." source
"clients paying us a quarterly fee to manage their portfolios based on the value of their investments." 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 | Percentage of assets |
|---|---|
| Assets managed | $278 million |
| Individual clients | 109 |
| High-net-worth clients | 84 |
| Accounts managed | 609 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-113980) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 297962 |