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24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

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My Personal Financial Advisor

At My Personal Financial Advisor, we want to help you do life better by providing quality service at a fair and reasonable price.

Comprehensive Wealth & Asset Management (Bundled)


(Best Value)


Asset Management - Fee-based Tiered Schedule

Wealth Management - Hourly-based pricing

Financial Planning & Asset Management
(Bundled)


(Best Value)


Asset Management - Fee-based Tiered Schedule

Financial Planning - Hourly-based pricing

(Best value)


Comprehensive Wealth Management (Unbundled)

Wealth Management - Hourly-based pricing


(Bundled packages offer a better value.)

Financial Planning (Unbundled)

 Financial Planning - Hourly-based pricing


(Bundled packages offer a better value.)

Asset Management (Unbundled)

Asset Management - Fee-based Tiered Schedule


(Bundled packages offer a better value.)

Current Portfolio Assessment & Evaluation

Portfolio Review


$200 Minimum / $50 Account

(Waived for new clients)


Employer-Sponsored Retirement Plans

Retirement Plans


Fee-based and fixed pricing options

Insurance Evaluation & Consulting Services

Consulting Service


Consulting Services - Fixed price based on the type of insurance

Contract Review Fee- Fixed price based on the type of insurance

(Fees waived under certain circumstances)

Asset Protection / Insurance Solutions

Insurance


No out-of-pocket costs to purchase. Internal costs set by insurance carriers.

Personal Tax Return Review and Evaluation

Tax Return Evaluation


Fee range $200 - $500 depending on the complexity


Trust Review and Evaluation

Trust Evaluation


Fee range $250 - $1,000 depending on the complexity

Legacy Clients

Special pricing for existing clients prior to 2020

Let's Talk

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