Arcadia Private Wealth LLC fees and pricing
Financial planner in Cardiff By The Sea, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 18, 2026, Arcadia Private Wealth LLC charges an annual fee of $18,000-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $18,000-$24,000/yr
“Our advisory fee is negotiable and ranges from a flat fee of $18,000 to $24,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Arcadia Private Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Advisory fees are prorated for any partial billing periods, including the initial and terminating billing periods.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
How Arcadia Private Wealth LLC’s fees compare
- Its annual fee of $18,000-$24,000 is above the California median of $6,250. 90% of the 224 other California planners that publish an annual fee charge less.
About Arcadia Private Wealth LLC
- Principal: Grant Webster
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339734
- Phone
- (858) 800-3229
Other planners in Cardiff By The Sea that publish fees
- Seawise Financial, Inc.Cardiff By The Sea$250-$500/hr
- 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
Is something on this page wrong or out of date?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.