Los Gatos Financial offers personalized financial services, including financial planning, portfolio analysis, and ongoing planning services. Financial planning covers goal setting, investment advice, tax strategies, retirement planning, and business planning. Portfolio reviews assess investment costs and risks. Ongoing planning includes access to online tools, coaching, and meetings to review or update a financial plan.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Los Gatos Financial offers ongoing financial planning and coaching for an annual fee of $360 - $3000, billed every 90 days or per meeting. This includes access to online financial planning software, coaching via phone, video call, or email, and up to four in-person meetings to review or update your financial plan.
- Financial Planning Services - Offered based on an hourly fee of $250 per hour or a fixed fee between $400 and $4,000, depending on complexity and client needs.
- Portfolio Review - Offered on a fixed fee basis. The fee for this service is $250 - $2,500 based on complexity of the portfolio.
Annual Retainer:$360 - $3,000/year
One-Time Plan:$400 - $4,000
Hourly Rate:$250/hr
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