Nasira Financial is a sole proprietorship founded in 2016 and based in San Francisco, California. The firm offers comprehensive personal financial planning, modular hourly advice, and consulting services. Nasira Financial does not manage client investment portfolios or maintain custody of client assets, focusing exclusively on advice and written financial plans covering areas such as cash flow, retirement projections, tax strategies, employee benefits, insurance, and estate planning. Engagements are tailored to each client's specific needs over an initial 12-month period.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Nasira Financial offers ongoing planning options following the initial 12-month planning engagement:
- Full annual ongoing planning — $2,100 per year, which includes a six-month and twelve-month formal review and up to 15 hours of professional time.
- Semi-annual brief engagement — $500 every six months, which includes formal review meetings and up to three hours of professional time.
- Comprehensive financial plan — $3,500 to $7,500 for an initial 12-month engagement including up to 25 hours of professional time, covering cash flow, retirement, tax, insurance, and estate planning.
- Hourly consulting — $295 per hour for modular planning or limited scope projects beyond the initial package.
Annual Retainer:$1,000 - $2,100/year
One-Time Plan:$3,500 - $7,500
Hourly Rate:$295/hr
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