California Financial Partners offers financial planning and consulting services tailored to clients' financial situations, tax status, risk tolerance, and investment objectives. These services include financial statement preparation, insurance planning, investment planning, income tax planning, retirement planning, and estate planning. The firm does not manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors9
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
One-Time Plan:$1,500 - $9,500
Hourly Rate:$75 - $250/hr
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