Firm
Brava Financial, LLC
San Diego, California
Fee-only
Brava Financial, 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 ongoing planning fee starts at $5,000 a year, below the California median of $6,000.
- Its hourly rate of $450 is above 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 | San Diego, California |
|---|---|
| Website | bravafinancialplans.com |
| [email protected] | |
| Phone | (619) 929-0056 |
Brava Financial, 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $450 an hour |
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Fee Range (annual) $5000–$15,000" source
"Fee Range $3000–$15,000" source
"Hourly consultation is available - $450/hour." source
"Hourly consultation is available - $450/hour." 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 | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 322054 |