Agewise Financial Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,000

“Services are offered based on a flat fee between $1,500 and $2,000.”

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

How Agewise Financial Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Agewise Financial Inc.’s fees compare

• Its flat or project fee of $1,500-$2,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Palm Desert that publish a flat or project fee charge less.

About Agewise Financial Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

45

Employees

2

Works with

Individuals

Services reported to regulators

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

Assets managed

$7,800,025

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328162

Phone

(760) 404-0270

Other planners in Palm Desert that publish fees

• Hardworking Capital Advisors, LLCPalm Desert$500/hr, $250⁠-⁠$35,000
• Weisberg Capital ManagementPalm Desert$500⁠-⁠$15,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 7 planners in Palm Desert