Easy Sunday Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Easy Sunday Financial Planning is a fee-only registered investment adviser that provides integrated financial planning and investment management to individuals, families, and small businesses. Services are offered as ongoing, limited-discretion investment management combined with financial planning, or as standalone, project-based financial planning engagements.
The firm primarily employs passive investment strategies using diversified mutual funds and ETFs and emphasizes asset allocation, periodic rebalancing, and coordination of planning areas such as retirement, tax, insurance, and estate considerations. For ongoing clients the firm may be granted limited discretionary authority to implement the plan and conducts at least annual reviews; one-time planning clients receive individualized, non-discretionary roadmaps and implementation guidance.
Distinctive features include a principal who holds the Series 65 and is pursuing CFP education, an explicit focus on financial planning (including fixed-price, tiered project plans) rather than performance-based or private-fund arrangements, and an expressed willingness to serve small business/corporate clients in addition to individual households. The firm discloses it is fee-only, does not accept commissions or sell insurance products, does not charge performance-based fees, and currently reports no assets under management as it begins operations.
Client services
Expertise
Fee options
One-time financial planning fees between $2,500 and $10,000 depending on complexity; preferred rates for returning clients ($2,000 to $9,000)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% Above $2,000,000+: 0.50%
Minimum fee: $5,000 minimum annual advisory fee for ongoing investment management, may be waived at firm's discretion Fee-only: Fee-only firm compensated through flat one-time fees or ongoing fees; no commissions received
Main office location
Easy Sunday Financial Planning
San Gabriel CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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