Easy Sunday Financial Planning is a registered investment advisor founded in 2026 and based in San Marino, California. The firm offers ongoing investment management combined with financial planning, as well as one-time project-based financial planning. Easy Sunday Financial Planning uses passive investment strategies and customized asset allocation to align portfolios with each client's specific goals, risk tolerance, and time horizon. The firm specializes in personalized financial guidance covering retirement planning, cash flow management, education funding, and coordination of tax and estate planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Subject to a $5,000 minimum annual fee, which may be waived at the firm's discretion. Total combined fee will not exceed 3% of assets.