Firm
Remedios Financial Planning
San Francisco, California
Fee-only
Remedios Financial Planning 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 and 53 individual clients, 26 of them high net worth.
- Its hourly rate of $400 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | remediosfinancialplanning.com |
| [email protected] | |
| Phone | (415) 579-1521 |
Remedios Financial Planning 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.
| One-time plan | From $3,200 |
|---|---|
| Hourly | $400 an hour |
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"$400 per hour." source
"Typically, these engagements run in the 8-12 hour range, $3,200-$4,800." source
"We don’t manage investments so there are no asset minimums or long-term engagement fees." 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 |
|---|---|
| Individual clients | 27 |
| High-net-worth clients | 26 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 269824 |