Firm
Financial Planning Associates
Aptos, California
Fee-only
Financial Planning Associates at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 120 individual clients, 30 of them high net worth.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Aptos, California |
|---|---|
| Phone | (831) 685-8611 |
Financial Planning Associates fees
Financial Planning Associates 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 by | Hourly |
|---|---|
| Individual clients | 90 |
| High-net-worth clients | 30 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 317454 |