Ashby Wealth Management, LLC 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

$249/hr

“Financial Planning will generally be offered on a hourly basis at a rate of $249 per hour.”

Monthly fee

$149⁠-⁠$299/mo

“Fees are paid monthly in arrears, ranging from $149 to $299 per month.”

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

How Ashby Wealth Management, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Ashby Wealth Management, LLC’s fees compare

• Its hourly rate of $249 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

About Ashby Wealth Management, LLC

• Principal: Matthew Detwiler
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

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

0.25% a year

Clients

58

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$23,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285593

Website

ashbywealth.com (opens in new tab)

Phone

(510) 982-6249

Other planners in California that publish fees

• 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
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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