5T Wealth, LLC fees and pricing

Financial planner in Napa, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 5, 2026, 5T Wealth, LLC charges $200⁠-⁠$450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$450/hr; “Our hourly fees range between $200 and $450 (depending upon the investment advisor or administrative representative working with you).”

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

“Asset management fees may be negotiable based on the type of client the complexity of the client's situation and the total amount of assets under management for the client at the sole discretion of 5T.”
“For clients engaging in the services provided by our relationship with Pontera, the fee will be assessed and billed quarterly.”
“In either case, if the Advisor only manages your assets for part of a quarter, the charge will be prorated.”

Its hourly rate of $200-$450 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
2 of the 3 other planners in Napa that publish an hourly rate charge less.

“We serve clients throughout the United States including individual investors, family trusts, charitable trusts, retirement plans and endowments.”

From the firm's description of its advisory business in its Form ADV brochure.

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% a year
Clients: 270
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed: $331,362,448
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 112552
Website: twitter.com/search?q=5twealth&src=typd (opens in new tab)
Phone: (707) 224-1340

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.