Aquila Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $36,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee of $0-$36,000 paid monthly, quarterly, or semiannually, in advance, based on the complexity and needs of the client.”

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

How Aquila Wealth Advisors bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “The fee may be negotiable in certain cases.”

How Aquila Wealth Advisors’ fees compare

• Its flat or project fee of up to $36,000 spans the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in San Luis Obispo that publish a flat or project fee charge less.

About Aquila Wealth Advisors

• Principal: Eric Maldonado
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$20,654,569

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290083

Website

aquilawealth.com (opens in new tab)

Phone

(805) 250-4552

Can advise clients in 2 states: California, Louisiana

Other planners in San Luis Obispo that publish fees

• Burkart & Stevens Wealth ManagementSan Luis Obispo$250/hr, $2,000⁠-⁠$20,000/yr
• Cerro Pacific Wealth Advisors, LLCSan Luis Obispo$3,500
• Crew Wealth ManagementSan Luis Obispo$600/hr, $2,000⁠-⁠$3,300
• Elemental Wealth Advisors, LLCSan Luis Obispo$350/hr
• KMR Wealth Advisory, LLCSan Luis Obispo$125/hr, $500⁠-⁠$2,000
• Madanat Financial ServicesSan Luis Obispo$1,000⁠-⁠$2,000

Compare all 14 planners in San Luis Obispo