Ats Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“Under certain circumstances, ATSWM may offer financial planning services for an hourly rate negotiated with each client, but which typically is between $250-$450 per hour.”

Flat or project fee

$500

“Generally, the Firm’s minimum fixed fee is $500, however the Firm may choose to waive or alter this fee based on the scope and complexity of the requested services, as stipulated in the client agreement.”

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

How Ats Wealth Management bills

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

• “An invoice for services is issued on completion of the financial plan, which is payable upon receipt. a.”
• “For the first billing cycle, the asset management fees will be prorated based on the number of days that the Client’s account is open during the month.”
• “In the event that services are terminated mid-month, the annual fee shall be prorated through the date of termination and any earned, unpaid balance will be immediately due and payable by client.”

How Ats Wealth Management’s fees compare

• Its hourly rate of $250-$450 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Ats Wealth Management

• Firm size: 6 employees.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Insurance analysis

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

1.45% a year

Clients

471

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$383,571,666

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137705

Website

atswealthmanagement.com (opens in new tab)

Phone

(858) 643-5757

Can advise clients in 3 states: California, Louisiana, Texas

Other planners in San Diego that publish fees

• 401 FinancialSan Diego$250/hr, $500
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000
• Abundance PathwaysSan Diego$75/hr, $2,500
• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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