FinCop Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
FinCop Financial Planning provides fee-only financial planning and investment advice to individuals and families, covering areas such as retirement and estate planning, debt management, employee benefits optimization, education planning, and investment education. The firm also offers educational seminars and workshops for groups and organizations.
The firm’s advice focuses on developing target asset allocations that emphasize low-cost, diversified mutual funds and ETFs, implemented with a long-term buy-and-hold orientation and periodic rebalancing; recommendations are presented as financial planning (not tax or legal) guidance. FinCop relies on client-provided information to tailor plans and does not take custody of client assets or provide ongoing discretionary portfolio management.
Notable distinctions include operating strictly on a fee-only basis without accepting third‑party commissions or percentage‑of‑assets fees, and reporting no assets under management or wrapped investment programs. The firm also makes non‑compensated referrals to third‑party investment advisers when appropriate and uses project, hourly, or retainer arrangements for engagements, with seminars as an additional service line.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Debt management
Retirement income strategy
Income planning
College savings (529s, UTMA, etc.)
Occupation focus
Retired
Fee options
Project fees up to $2,000; Seminar/workshop fees up to $200 per person or flat rate up to $2,000
$100 per hour
Fee-only: Project fees up to $2,000; Hourly fees $100 per hour; Annual retainer fees up to $2,000 per year
Main office location
FinCop Financial Planning
4513 Pietro Place
Dublin CA 94568, United States
Number of offices
1
Most active in
FinCop Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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