Aspirean Wealth, LLC fees and pricing
Financial planner in Mill Valley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Aspirean Wealth, LLC charges $450 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our hourly fees are generally $450 for financial advisors and $75 for administrative time.”
- Flat or project fee
- $1,500-$10,000
“Flat fees generally range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspirean Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the Third Party Money Managers chosen, the annualized advisory fees shall be billed on a pro-rata basis quarterly in advance or in arrears based on the value of the client’s account on the last day of the previous quarter.”
- “Fees are generally not negotiable and will be deducted from the client’s managed account.”
- “Our firm bills on cash balances unless otherwise indicated in writing.”
How Aspirean Wealth, LLC’s fees compare
- Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Mill Valley that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Mill Valley that publish a flat or project fee charge less.
About Aspirean Wealth, LLC
“This service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 6 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
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
- 1.6% a year
- Clients
- 165
- Employees
- 6
- 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
- $233,159,926
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173138
- Phone
- (844) 687-5342
Can advise clients in 5 states: California, Florida, Indiana, Michigan, Texas
Other planners in Mill Valley that publish fees
- Assembly WealthMill Valley$250-$1,200/hr, $2,500-$5,000
- Austin Creek Capital, LLCMill Valley$1,500-$3,000, $300-$3,000/mo
- Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980-$7,800
- Miller Avenue Advisors LLCMill Valley$8,000-$30,000/yr
- On Keel CapitalMill Valley$250/hr
- Private Wealth Partners, LLCMill Valley$300-$500/hr, $3,000-$5,000
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.