Artizan Wealth fees and pricing
Financial planner in Fresno, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 21, 2026, Artizan Wealth charges $200-$500 an hour, a flat or project fee of $1,500-$50,000, and a monthly fee of $250-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Our hourly rate ranges between $200 to $500.”
- Flat or project fee
- $1,500-$50,000
“Fixed fee rates range between $1,500 to $50,000.”
- Monthly fee
- $250-$25,000/mo
“With subscription-based pricing the client agrees to pay a monthly rate ranging from $250 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Artizan Wealth 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.”
- “The annual fees are pro-rated and charged in arrears on a monthly basis.”
- “Our 8 advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Artizan Wealth’s fees compare
- Its hourly rate of $200-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 8 of the 10 other planners in Fresno that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$50,000 spans the California median of $5,000. 94% of the 796 other California planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Fresno that publish a flat or project fee charge less.
About Artizan Wealth
- Principal: Bell III
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $152,041
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342327
- Phone
- (559) 240-6044
Other planners in Fresno that publish fees
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
- Plan FinancialFresno$200/hr, $245-$4,000
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.