Firm
Fallbrook Fi
Clovis, California
Fee-only
Fallbrook Fi 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 and 11 individual clients.
- Its average account is about $25,000 (assets it manages divided by its 32 accounts).
- Its ongoing planning fee starts at $4,800 a year, below 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 | Clovis, California |
|---|---|
| Website | fallbrookfi.com |
| [email protected] | |
| Phone | (559) 776-8656 |
Fallbrook Fi 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 $4,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$400 – $1,000" 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 | $1 million |
| Individual clients | 11 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 334369 |