Advisors Wealth Management, Inc fees and pricing
Financial planner in Carlsbad, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Advisors Wealth Management, Inc charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“The negotiable hourly fee for these services is $225.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advisors Wealth Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “The fees must be paid within ten (10) days following the conclusion of the calendar quarter for which the account is being billed.”
- “Clients may terminate the agreement without penalty for a full refund of AWMI's fees within five (5) business days of signing the Investment Advisory Contract.”
How Advisors Wealth Management, Inc’s fees compare
- Its hourly rate of $225 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
About Advisors Wealth Management, Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $12,865,846
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172657
- Phone
- (760) 500-7801
Other planners in Carlsbad that publish fees
- 77 Financial GroupCarlsbad$2,000-$10,000
- Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
- Axxcess Wealth Management, LLCCarlsbad$100-$500/hr
- Beacon Financial Management LLCCarlsbad$200/hr, $3,000
- Birchwood CapitalCarlsbad$350/hr
- Cornerstone Wealth Advisors, Inc.Carlsbad$250/hr, $10,000
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.