3D Holistic Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$1,500⁠-⁠$10,000

“Fixed fee rates range between $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 3D Holistic Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The annual fee for cash management advisory accounts is paid quarterly at the end of each calendar quarter (ending March 31, June 30, September 30, December 31) in arrears based on the value of Client’s account(s) as of the last day of the billing period.”

How 3D Holistic Wealth’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 11 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About 3D Holistic Wealth

• Principal: Deepak Goyal
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$4,776,607

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331809

Website

youtube.com/@3dhWealth (opens in new tab)

Phone

(949) 997-1101

Other planners in Irvine that publish fees

• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000
• Castle Capital ManagementIrvine$250⁠-⁠$450/hr, $2,500⁠-⁠$5,000

Compare all 58 planners in Irvine