Arden Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$2,000

“Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 4 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $200 and $2,000.”

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

How Arden Wealth Management bills

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

• “Clients may terminate the agreement without penalty for a full refund of AWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of AWM’s fees, within five business days of signing the Financial Planning Agreement.”
• “Financial planning fees are paid via check.”

How Arden Wealth Management’s fees compare

• Its flat or project fee of $200-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 6 other planners in Danville that publish a flat or project fee charge less.

About Arden Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

0.75% a year

Clients

17

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325639

Website

ardenwealthmanagement.com (opens in new tab)

Phone

(925) 413-1841

Other planners in Danville that publish fees

• Apogee Wealth AdvisorsDanville$500/hr, $2,500⁠-⁠$10,000
• Dolan Partners LLCDanville$8,000
• Gallagher Wealth ManagementDanville$300/hr, $3,000⁠-⁠$10,000
• Global Wealth HarborDanville$500⁠-⁠$8,000, $100⁠-⁠$800/mo
• Greykasell Wealth Strategies, Inc.Danville$6,200
• Power InvestingDanville$360/hr

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