Firm
Branch & Bloom Financial Planning, LLC
Menlo Park, California
Fee-only
Branch & Bloom Financial Planning, LLC 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 hourly rate of $275 is in line with the California median of $300.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Menlo Park, California |
|---|---|
| Website | branchandbloomfp.com |
| [email protected] | |
| Phone | (650) 332-2585 |
Branch & Bloom Financial Planning, LLC 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.
| Hourly | $275 an hour |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee · Hourly · Flat fee |
In the firm's words
"$275" source
"For clients who have completed a financial plan and want an ongoing relationship as life and finances change." 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 | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 339754 |