Auspicious Financial Planning

Retirement Planning Firm in San Ramon, CA

Firm Info
Address: 2603 Camino Ramon STE 200, San Ramon, CA 94583, USA
Phone: (925) 355-1200

Firm Size
Assets Under Management: $241 million
# of Advisors: 1
# of Clients: 600
Client to Advisor Ratio: 600:1
Average Account Size: $401,667
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Auspicious Financial Planning, LLC Overview

AUSPICIOUS FINANCIAL PLANNING, LLC is a fee-only, registered investment advisory firm founded in San Ramon, CA, in 2018. The firm offers investment advice-only services to individuals, small businesses, and institutional clients. The company's investment expertise encompasses portfolio management and pension consulting services. AUSPICIOUS FINANCIAL PLANNING, LLC's fee-only arrangement means that the company receives payment solely from their clients. This open method allows the organization to offer transparent financial advice to all their clients without any hidden fees. With a focus on client satisfaction, the team makes this organization a top choice for investors. With its headquarters located in San Ramon, CA, AUSPICIOUS FINANCIAL PLANNING, LLC is ideally situated in the heart of Northern California's financial district, which allows the company to offer investment options effectively and with much convenience. The firm's clients can rely on top-notch portfolio management and pension consulting services delivered to them directly from their skilled team of financial advisors.

AUSPICIOUS FINANCIAL PLANNING, LLC caters to a diverse clientele base. They serve individuals looking for retirement planning and investment management services, as well as cater to the financial requirements of high net worth individuals. The high net worth services include wealth management, private banking, and estate planning. AUSPICIOUS FINANCIAL PLANNING, LLC's team of financial planners is well-equipped to handle the intricate needs of their clients, irrespective of their income level or financial goals. AUSPICIOUS FINANCIAL PLANNING, LLC offers flexible and varied fee structures based on the services provided. One of the commonplace fee structures is a percentage of assets under management (AUM). The percentage varies based on the amount of assets the client had enrolled with the firm. The higher the amount of assets under management, the lower the percentage charged. Other fee structures available for clients are annual retainer fees and hourly consultation fees. Depending on the financial analysis and plan provided to the clients, these fee structures are navigated, ensuring optimal customer satisfaction. The firm prides itself on being able to provide top quality financial planning service regardless of the type of fee structure opted for.

Typical Clients, Fee Structures & Investment Minimum

It is unclear from the Part 2 Brochure of Auspicious Financial Planning, LLC whether there is an investment minimum required by the firm. There is no specific note mentioned in the brochure about any investment minimums. Therefore, it is recommended to consult with the firm directly or conduct further research to determine the investment minimum requirements, if any, for clients looking to invest with this firm.

How This Office Can Help San Ramon, CA Residents

Auspicious Financial Planning is dedicated to assisting clients in San Ramon, CA with their unique financial planning needs. The company's team of experienced financial planners works closely with clients to help them navigate a variety of financial situations, from planning for retirement to investing in the stock market. Many individuals in San Ramon, CA may be facing challenges such as high living costs and steep housing prices, making financial planning all the more crucial. With a focus on personalized financial plans tailored to each client's specific needs, Auspicious Financial Planning strives to help clients achieve their long-term financial goals. The company's team works closely with clients to identify their financial objectives, taking into account factors such as age, income, and risk tolerance. By developing comprehensive financial plans that prioritize wealth preservation and growth, Auspicious Financial Planning helps clients in San Ramon, CA to achieve financial stability and peace of mind.

To view the Minimum Investment and Fee Schedule for Auspicious Financial Planning, LLC, visit their Part 2 Brochure.

Services Offered by Auspicious Financial Planning, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Auspicious Financial Planning, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2603 Camino Ramon STE 200, San Ramon, CA 94583, USA
Phone (925) 355-1200
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Auspicious Financial Planning, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • New York
  • Pennsylvania
  • Texas
  • Washington

Disciplinary History

Auspicious Financial Planning, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs