Firm
Krystal Fortner
Richmond, California
Fee-only
Krystal Fortner 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 $3,750 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Richmond, California |
|---|---|
| Website | krystalfortner.com |
| [email protected] | |
| Phone | (415) 845-8416 |
Krystal Fortner 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 $3,750 a year |
|---|---|
| One-time plan | From $5,500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"The annual fee is $3,750 billed in two installments." source
"Initial Financial Plan fee: $5,500 – $10,000 (based on complexity)." source
"Initial Financial Plan fee: $5,500 – $10,000 (based on complexity)." source
"The annual fee is $3,750 billed in two installments." 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 |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 328313 |