Our business model is simple. We charge for the work we do on your behalf on an hourly or project basis. We also offer ongoing advice on a subscription basis to help you implement and manage the plan. We don’t charge based on the value of your assets. 

A typical financial plan is $1,000 - $2,000 and a typical portfolio review is $500.  We also provide financial education sessions that are priced at $100 - $200 per session.  Based on the complexity of your financial situation or portfolio, we may charge less or more, but will always provide you with transparent, upfront pricing in writing before we start.

Our business model scales from clients just starting their careers to families nearing or enjoying retirement. Contact us at info@losgatosfinanical.com for a complimentary call to see if we are a fit to help you.