Let's talk about what you're building
No obligation. No pressure. Just an honest conversation about your financial situation and whether we might be the right fit.
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Phone
(916) 546-8228Location
Serving clients virtually, nationwide
Based in the greater Sacramento, CA area
Response Time
Within 1 business day
Prefer to Schedule Directly?
Book a 30-minute discovery call at a time that works for you.
Book a Call ↓How We're Paid
We're fiduciaries. Advisory relationships are fee-based, we explain exactly how we're compensated, and any conflicts are disclosed in writing. Fees are discussed openly in your discovery call.
How Financial Advisors Are Paid
Before you meet any advisor — including us — it helps to know how the profession charges. These are the five common compensation models and the ranges typical across the industry.
| Fee model | How it works | Typical industry range |
|---|---|---|
| Assets Under Management | A percentage of the investment assets the advisor manages for you. | 0.40% – 1.25% / yr |
| Flat & Annual Fee | A set yearly fee for ongoing planning and advice. | $5,000 – $10,000+ / yr |
| Monthly Subscription | A recurring monthly fee, common in planning-focused relationships. | $200 – $500+ / mo |
| Project / Hourly | A one-time fee for a defined project, or an hourly rate. | $750 – $2,500+ |
| Commission-Based | The advisor is compensated through the products you purchase. | Varies by product |
Where we land within these models is set in your discovery call and documented in writing before you engage.
Ranges reflect general industry norms and are illustrative only; actual costs vary by advisor, service, and account. They are not a quote of Diamond Mountain Financial's fees.
Schedule Your Strategy Session
A complimentary 30-minute conversation to explore your financial situation and see if we're the right fit for you.