Athena Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500/hr.”

Flat or project fee

$1,000⁠-⁠$10,000

“Flat fees range from $1,000 to $10,000.”

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

How Athena Wealth Management, LLC bills

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

• “Our firm has amended Item 5 of this brochure to disclose how fee-based variable annuity accounts are billed.”
• “Unless otherwise noted in writing, our firm bills on cash.”
• “Fees are negotiable and will be deducted from client account(s).”

How Athena Wealth Management, LLC’s fees compare

• Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
• 17 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Nevada median of $5,000. 56% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 5 of the 10 other planners in Reno that publish a flat or project fee charge less.

About Athena Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

144

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$173,979,964

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

319373

Website

athenawm.com (opens in new tab)

Phone

(408) 684-3705

Can advise clients in 4 states: California, Florida, Nevada, Texas

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000
• Elevage Partners, LLCReno$600/qtr

Compare all 36 planners in Reno