Am Wealth Solutions, LLC fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Am Wealth Solutions, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for Advisory and Planning Services For clients seeking advice and planning services, the firm charges an hourly rate of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Am Wealth Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated for new accounts opened mid-quarter or closed during the billing period.”
- “This fee may be negotiable based on the complexity of the client’s needs and the scope of the engagement.”
- “Clients may request to be invoiced and pay directly via check or electronic payment.”
How Am Wealth Solutions, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 30 other planners in Irvine that publish an hourly rate charge less.
About Am Wealth Solutions, LLC
“Providing comprehensive planning services that include asset allocation, risk management, tax-efficient strategies, and retirement planning. 2. Investment Planning AM Wealth Solutions, LLC provides comprehensive investment planning services tailored to the unique financial situations of its clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
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
- 19
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,100,597
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334822
- Phone
- (617) 840-9589
Can advise clients in 2 states: California, Massachusetts
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
- Castle Capital ManagementIrvine$250-$450/hr, $2,500-$5,000
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.