Aria Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly rates vary from $150 to $500 and may be billed monthly, or upon completion.”

Flat or project fee

$1,500⁠-⁠$2,500

“Fees for such services typically range from $1500-$2500 per plan as contracted for with clients in advance.”

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

How Aria Wealth Management bills

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

• “Additional deposits or withdrawals of funds or assets between billings will be calculated on a pro-rata basis.”

How Aria Wealth Management’s fees compare

• Its hourly rate of $150-$500 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.

About Aria Wealth Management

• Firm size: 9 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Equity compensation

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

2% a year

Clients

218

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and other

Services reported to regulators

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

Assets managed

$129,968,474

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288450

Website

ariawm.com (opens in new tab)

Phone

(669) 222-1155

Can advise clients in 6 states: Alabama, Arkansas, California, Florida, Georgia, Texas

Other planners in Saratoga that publish fees

• Vienna Asset Management LLCSaratoga$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

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