Augustus Wealth, LLC fees and pricing
Financial planner in Long Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Augustus Wealth, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Augustus Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
- “Annualized fees are billed on a pro-rata basis monthly in advance based on the time-weighted daily average value of the account(s) of the previous month.”
- “Our firm bills on cash unless indicated otherwise in writing.”
How Augustus Wealth, LLC’s fees compare
- Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Long Beach that publish a flat or project fee charge less.
About Augustus Wealth, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 136
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $100,220,502
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317189
- Phone
- (562) 270-0045
Other planners in Long Beach that publish fees
- Crux Wealth AdvisorsLong Beach$500/hr, $1,000-$250,000
- Dollar Sign Ventures LLCLong BeachUp to $5,000
- Goldman Lancaster, Inc.Long Beach$350/hr
- Hifi PlanningLong Beach$300/hr, $5,000-$12,000
- JC Financial Planning & Investments, LLCLong Beach$200/hr, $500-$5,000
- Taxdude Financial AdvisorLong Beach$300/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.