Firm
Lanning Financial
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | lanningfinancial.com |
| Phone | (415) 354-5699 |
Lanning 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.
| One-time plan | From $4,099 |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Cost: $4,099–$6,000" source
"$2M–$3M: 0.95%" source
"Minimum $2,000,000 in investable assets" source
"Cost: $4,099–$6,000" 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 | Fixed fees |
|---|---|
| Individual clients | 24 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 150710 |