Athena Wealth Management fees and pricing
Financial planner in Murrieta, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, Athena Wealth Management charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Fees for these services are $275 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Athena Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisor Fee is payable quarterly or monthly in arrears, pro- rated for any partial calendar quarter, following the date of signing this Agreement.”
- “You will have the option to either pay directly from an account managed under the terms of this agreement or have the option for invoices to be billed to you, monthly or quarterly and collected by your choosing; personal check or electronic payment transfer.”
- “You will be invoiced monthly or quarterly, and due within 20 days upon invoice receipt.”
How Athena Wealth Management’s fees compare
- Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
- None of the 3 other planners in Murrieta that publish an hourly rate charge less.
About Athena Wealth Management
“We are a California-domiciled registered investment adviser that provides fee-only financial planning, investment consultation and investment management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Military and veterans
- Business owners
- Cash flow and budgeting
- 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
- 3% a year
- Clients
- 61
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $5,006,417
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304017
- Phone
- (951) 448-6579
Other planners in Murrieta that publish fees
- Davies Financial Advisors, Inc.Murrieta$250-$500/hr, $7,500-$150,000
- Meridian Wealth Management, IncMurrieta$200-$300
- RMH Advisors, LLCMurrieta$300/hr, $300
- Shift 4 Advisors, Inc.Murrieta$150-$400/hr
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.