Easy Sunday Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Easy Sunday Financial Planning is a fee-only registered investment adviser that works with individuals, families, and small businesses. The firm delivers integrated ongoing investment management alongside comprehensive financial planning, and also offers one-time, project-based planning engagements.
The firm primarily employs passive investment strategies using mutual funds and exchange-traded funds within an asset-allocation framework, and may manage client accounts on a limited discretionary basis with at least annual reviews. Plans are individualized rather than model-driven, clients may impose written investment restrictions, and the firm executes trades on an account-by-account basis while typically recommending Charles Schwab as custodian.
Notable features for a newly formed, single-advisor practice include a formal set of tiered one-time planning offerings and returning-client pricing, a stated commitment to being fee-only (no commissions or product sales), and a documented business continuity plan that includes successor procedures. The founder is transitioning from a separate creative business, and the inclusion of small-business clients alongside individual and family clients is an atypical client mix for a firm of this size.
Client services
Expertise
Fee options
One-time financial planning fees range from $2,500 (Basic Plan) to $10,000 (Comprehensive Plan); preferred rates for returning clients from $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: Minimum annual advisory fee of $5,000 for ongoing investment management, may be waived at firm's discretion. Fee-only: Flat one-time fees for project-based financial planning between $2,500 and $10,000, depending on plan complexity.
Main office
San Gabriel CA
Advisors at this office
1
Most active in
California
Also doing business as
Easy Sunday Financial Planning · Easy Sunday Financial Planning LLC
Disclosures
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Business activities & affiliations
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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
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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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.
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