Allora Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Allora Wealth’s hourly fee is $400.00 per hour.”

Flat or project fee

$5,000

“The minimum flat-fee or project-based fee for this service is $5,000 and increases depending on the complexity of the client's situation, scope of services, and expected time commitment.”

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

How Allora Wealth, LLC bills

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

• “Fees are billed monthly or quarterly in advance, based on the market value of the assets under management at the end of the previous billing period.”
• “Accounts opened mid-period will be billed on a pro rata basis.”
• “The annual fees are negotiable and are pro-rated and paid in advance on a monthly or quarterly basis.”

How Allora Wealth, LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Chula Vista that publish a flat or project fee charge less.

About Allora Wealth, LLC

• Principal: Mary Storjohann
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

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

2% a year

Minimum

$5,000 minimum fee (stated in brochure)

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, and selecting other advisers

Assets managed

$11,705,304

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336562

Website

allorawealth.com (opens in new tab)

Phone

(619) 259-0429

Other planners in Chula Vista that publish fees

• Fourzan Financial LLCChula Vista$200⁠-⁠$2,000/hr, $500
• Xpand Investment LLCChula Vista$3,000⁠-⁠$5,000
• 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 4 planners in Chula Vista