Ark Wealth Advisors, LLC fees and pricing

Financial planner in Yorba Linda, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Ark Wealth Advisors, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The maximum hourly fee to be charged will not exceed $500.”

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

“Annualized fees are billed on a prorata basis monthly in advance based on the value of the account(s) on the last day of the previous ADV Part 2A – Firm Brochure Page 8 Ark Wealth Advisors, LLC month.”
“Fees are negotiable and will be deducted from client account(s).”
“Our firm bills on cash unless otherwise agreed to in writing.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.

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: 221
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $117,960,866
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 309396
Website: arkwealthadvisors.com (opens in new tab)
Phone: (714) 333-3550

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.