Hifi Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HiFi Planning provides fee-only, advice-only financial planning to individuals and high‑net-worth clients through comprehensive written plans and limited-scope, project-based engagements. The firm does not provide investment management, custody, or product sales and may refer clients to third‑party professionals when implementation is needed.
In its investment recommendations the firm emphasizes modern portfolio theory, passive asset‑allocation constructs, and may incorporate socially responsible investing preferences when requested. Advice is delivered in written analyses for clients to implement with their chosen custodians rather than through discretionary trading authority or ongoing account management.
Notably, the firm offers educational seminars and speaking engagements (including occasional pro‑bono events) in addition to its planning services, a service not common among similarly sized independent advisers. Engagements are structured to conclude upon delivery of the plan rather than as ongoing reviews, and the firm’s principal holds CFP® certification and specialized training in equity compensation.
Client services
Expertise
Fee options
Fixed fee of $5,000 to $12,000 for Comprehensive Financial Plans; seminar fees range from $0 to $20,000 per event
$300 per hour for Hourly Financial Planning services
Fee-only: Fixed fees ranging from $5,000 to $12,000 for Comprehensive Financial Plans; hourly fee of $300 per hour for Hourly Financial Planning (with a one-hour minimum); fees for Educational Seminars range from $0 to $20,000 per seminar.
Main office
Long Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Hifi Planning · Hifi Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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