Firm
Personal Best Financial
Oakland, California
Fee-only
Facts
| Based in | Oakland, California |
|---|---|
| Website | personalbestfinancial.com |
| Phone | (650) 224-1001 |
Personal Best Financial fees
Personal Best Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 324747 |