Applied Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $10,000

“Comprehensive financial planning service will be charged on a fixed fee basis ranging from $0 to $10,000.”

Monthly fee

$200⁠-⁠$500/mo

“Ongoing financial planning services will be charged a monthly fee ranging between $200 and $500.”

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

How Applied Wealth Management bills

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

• “The agreed upon fee will be billed and collected at the beginning of each month, in advance.”
• “Upon receipt of termination, you will receive a prorated refund of any unearned fees based on the percentage of work completed on the plan.”
• “For hourly fees, you will receive a prorated refund based on the number of hours spent.”

How Applied Wealth Management’s fees compare

• Its flat or project fee of up to $10,000 spans the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Bakersfield that publish a flat or project fee charge less.

About Applied Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• 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

3% a year

Clients

82

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$46,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318732

Website

appliedwealthmgt.com (opens in new tab)

Phone

(818) 726-1842

Can advise clients in 3 states: California, Georgia, Nevada

Other planners in Bakersfield that publish fees

• Entruity Wealth, LLCBakersfield$30,000
• Gomez Financial PlanningBakersfield$150/hr
• Mestmaker & Petrey Wealth AdvisorsBakersfield$250/hr, $250⁠-⁠$10,000
• Visionary Wealth Planners LLCBakersfield$500⁠-⁠$2,000
• Wealthtarget Investment Advisors, LLCBakersfield$250/hr
• Woodward Diversified Capital, LLCBakersfield$20,000/yr

Compare all 11 planners in Bakersfield