Assembly Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,200/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $125 to $250 per hour for paraplanner, $250 to $475 per hour for certified financial planner, and $600 to $1,200 per hour for senior advisor.”

Flat or project fee

$2,500⁠-⁠$5,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $2,500 to $5,000, depending on the specific arrangement reached with the client.”

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

How Assembly Wealth bills

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

• “Wrap Fee Program fees are assessed in advance, at the beginning of each quarter based upon the fair market value of the client's account at the end of the previous billing period.”
• “The balance is due upon completion of the plan.”

How Assembly Wealth’s fees compare

• Its hourly rate of $250-$1,200 spans the California median of $300. 97% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Mill Valley that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Mill Valley that publish a flat or project fee charge less.

About Assembly Wealth

• Firm size: 9 employees.
• Registered as an adviser: 2000 (26 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

2% a year

Clients

209

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$336,736,592

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108834

Website

instagram.com/assemblywealth (opens in new tab)

Phone

(415) 541-7774

Can advise clients in 11 states: Arizona, California, Florida, Michigan, Nebraska, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington

Other planners in Mill Valley that publish fees

• Aspirean Wealth, LLCMill Valley$450/hr, $1,500⁠-⁠$10,000
• 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

Compare all 10 planners in Mill Valley