Firm
Fiat Lux Financial Planning
San Francisco, California
Fee-only
Fiat Lux Financial Planning 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 $7,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | fiatluxfp.com |
Fiat Lux Financial Planning 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 $7,000 a year |
|---|---|
| One-time plan | From $2,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Minimum fee for financial planning and asset management services is $7,000 per year." source
"This is an “Advice-Only” engagement and the fee is $2,000." source
"Minimum fee for financial planning and asset management services is $7,000 per year." source
"This is an “Advice-Only” engagement and the fee is $2,000." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 7, 2026 |
| SEC record | CRD 329391 |