Firm
Financial Planning for Generations
Encino, California
Fee-only
Financial Planning for Generations 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 3 employees and 90 individual clients, 75 of them high net worth.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Encino, California |
|---|---|
| Website | fpgadvisors.com |
| [email protected] | |
| Phone | (855) 374-9174 |
Financial Planning for Generations fees
Financial Planning for Generations doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | 15 |
| High-net-worth clients | 75 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 130582 |