Advowealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$750⁠-⁠$10,000

“Flat fees range from $1,000 to $10,000 for initial financial planning engagements, while periodic updates to financial plans generally range from $750 to $2,500 assuming there has not been any significant change(s) to the client’s circumstances or situation.”

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

How Advowealth Advisors, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis monthly or quarterly in arrears based on the value of the account(s) on the time-weighted daily average of the month or quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Advowealth Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
• 12 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the Nevada median of $5,000. 54% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Reno that publish a flat or project fee charge less.

About Advowealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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% a year

Clients

101

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$53,512,648

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140034

Website

advowealth.com (opens in new tab)

Phone

(775) 996-5672

Can advise clients in 2 states: California, Nevada

Other planners in Reno that publish fees

• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000
• Elevage Partners, LLCReno$600/qtr

Compare all 36 planners in Reno