Firm
Peterkin Financial
Encinitas, California
Fee-only
Facts
| Based in | Encinitas, California |
|---|---|
| Website | peterkinfinancial.com |
| Phone | (508) 369-9745 |
Peterkin 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"-$10,000/year for non-business owners" source
"Cost: $5,000 personal or $7,500* business owner" source
"I charge 1% of assets under management (AUM)" source
"no asset minimums and no upsells" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 57 |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 297241 |