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Firm

BRsquared

Danville, California

Fee-only

Facts

Based inDanville, California
Websitebr2financialplanning.com
Phone(408) 674-7292

BRsquared fees

BRsquared doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$18 million
Individual clients2
Financial planningOffered
Form ADV filedMarch 20, 2026
SEC recordCRD 299063

Advisors at this firm (2)