Alpha Wealth Management and Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Hourly engagements range from $250 to $400 per hour.”

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed fee engagement fee range from $1,000 to $15,000.”

Annual fee

$48,000/yr

“Clients with assets on Charles Schwab & Co., Inc.,'s platform will be charged an annual flat fee of $48,000, billed quarterly.”

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

How Alpha Wealth Management and Planning LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Alpha Wealth Management and Planning LLC’s fees compare

• Its hourly rate of $250-$400 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $48,000 is above the California median of $6,250. 97% of the 224 other California planners that publish an annual fee charge less.

About Alpha Wealth Management and Planning LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

1.5% a year

Clients

473

Employees

8

Works with

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

Services reported to regulators

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

Assets managed

$319,574,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

163917

Website

alphawmp.com (opens in new tab)

Phone

(415) 506-4569

Can advise clients in 7 states: Arizona, California, Florida, Nevada, Oregon, Texas, Washington

Other planners in Novato that publish fees

• Asti Financial ManagementNovato$500/hr, $2,500
• 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
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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