Firm
Favrile Financial
Del Mar, California
Fee-only
Favrile Financial 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 13 individual clients, 8 of them high net worth.
- Its average account is about $353,000 (assets it manages divided by its 45 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the California median of $6,000.
- Its hourly rate of $250 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Del Mar, California |
|---|---|
| Website | favrilefinancial.com |
| Phone | (858) 525-1368 |
Favrile Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Hourly | $250 an hour |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"We charge a $7,500 annual fee, billed monthly." source
"there is a one-time extra charge of $250/hr." source
"There are no minimum investments amounts and clients are not locked into a long term arrangement." source
"A single flat annual fee, rather than a percentage based fee" 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 |
|---|---|
| Assets managed | $16 million |
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 290620 |