Firm
Buff Your Finances, LLC
Newbury Park, California
Fee-only
Buff Your Finances, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 2 of them high net worth.
- Its average account is about $98,000 (assets it manages divided by its 101 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newbury Park, California |
|---|---|
| Website | buffyourfinances.com |
| [email protected] | |
| Phone | (805) 267-9016 |
Buff Your Finances, 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 $6,000 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | One-time plans or projects |
In the firm's words
"with a floor of $500/month ($6,000 annually)." source
"Starter Pack ### $500" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 39 |
| High-net-worth clients | 2 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 288105 |