HiFi Planning is a registered investment advisor based in Long Beach, California, founded in January 2026. The firm operates as an advice-only practice, meaning it does not manage investment portfolios, accept trading authority, or sell financial products, ensuring clients receive unbiased guidance. HiFi Planning provides comprehensive financial planning and hourly project-based consulting, addressing a wide range of topics including business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goal setting, insurance review, retirement planning, risk management, and tax strategies. Services are tailored to the individual needs of clients, and recommendations may include socially responsible investing and Environmental, Social, and Governance considerations upon request. The firm does not have a minimum account size requirement.
Fee Structure
- Comprehensive financial plan — a fixed fee ranging between $5,000 and $12,000 depending on the complexity, specific needs, and resources required
- Hourly financial planning — $300 per hour with a one-hour minimum, designed for limited-scope, project-based topics