Astra Wealth Management LLC fees and pricing

Financial planner in Escondido, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Astra Wealth Management LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fee is based on a percentage of assets under management and is negotiable.”
“The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

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.
2 of the 2 other planners in Escondido that publish an hourly rate charge less.

Principal: Jake Taylor
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2024 (2 years).

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% a year
Minimum: $1,250 minimum fee (stated in brochure)
Clients: 7
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $5,742,482
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334609
Website: astrawealthmgmt.com (opens in new tab)
Phone: (619) 272-6781

Can advise clients in 2 states: California, Idaho

Is something on this page wrong or out of date?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